Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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How to Maximize a Late-in-Life InheritanceReceiving an inheritance in your 50s or 60s? Find out how to use the Great Wealth Transfer to buy back your time, pivot careers or fund family memories.
By Maurie Backman
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Ask the Tax Editor: Questions on Estate TaxesAsk the Editor Joy Taylor answers questions from readers on federal and state estate taxes.
By Joy Taylor
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16 Retirement Mistakes You Will Regret ForeverFrom saving too little to claiming Social Security too early, there are plenty of ways that current and future retirees can sabotage their golden years.
By Bob Niedt
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5 Estate Planning Errors That Can Impact Generational WealthSuccessfully transferring generational wealth means preparing heirs, protecting your assets and treating estate planning as an ongoing family conversation.
By Mark B. Murphy, CLU®, ChFC®
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The Danger of the Word ‘Permanent’ in Estate PlanningHigher estate tax exemptions may be presented as "permanent," but relying on tax rules to stay the same — and not regularly updating your estate plan — is risky.
By Luke A. Palmer, CFP®, AAMS®, CRPS®, AWMA®
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Love Your Kids But Fear For Their Finances? You Need a Spendthrift TrustYou can secure your children's future without giving them unrestricted access to a windfall. Protect your legacy from poor decisions and creditors.
By Kathryn Pomroy
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'I'm 74 and Don't Trust My Kids With My Dog'What happens to your dog if your kids won't take her after you pass? Here is a step-by-step guide to securing a trusted caregiver and funding a pet trust.
By Donna Fuscaldo
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Your Retirement Planning Scorecard: 5 Key Areas to MonitorJust like a good coach looks beyond the scoreboard to prepare for the next game, successful retirement planning requires regular evaluation.
By Jeffrey V. Covert, CFP®, CPA
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Inherited $1 Million in the Great Wealth Transfer? Here’s What to Do FirstBefore you splurge, learn where to park your cash, the rules for inherited IRAs and 401(k)s and how to avoid costly tax mistakes on a $1 million windfall.
By Donna Fuscaldo
