Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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How Will the One Big Beautiful Bill Shape Your Legacy?
The One Big Beautiful Bill Act removes uncertainty over tax brackets and estate tax. Families should take time to review estate plans to take full advantage.
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When You Need Capital Quickly, Think 'Ready, Set, Fund': A Financial Adviser's Strategy
Investors must be able to free up cash to meet short-term needs from time to time. This strategy will help you access capital without derailing your long-term goals.
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I'm an Estate Planner: Moving Family Assets to a Safe Haven Abroad Could Be a Huge Headache for Your Heirs
In troubled times like these, wealthy clients may seek financial refuge outside of the U.S. But that could cause more tax and estate problems than it solves.
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States That Won't Tax Your Death
Estate Taxes How much will your children — or other heirs — pay when you die? That depends on whether you live in a state with no death tax.
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Five Tips to Get Your Estate Plan In Order Now
Get your estate plan in order before the year is over with these five tips.
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What Is a Living Trust?
A living trust protects your loved ones and simplifies your estate. Sometimes called a "revocable trust," it can avoid the cost of probate.
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16 Retirement Mistakes You Will Regret Forever
retirement From saving too little to claiming Social Security too early, there are plenty of ways that current and future retirees can sabotage their golden years.
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An Attorney's Guide to Your Evolving Estate Plan: Set-It-and-Forget-It Won't Work
When did you last review your will? Before kids? Before a big move? An update is essential, but regular reviews are even better. Here's why.
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Time for a Money Checkup: An Expert Guide to Realigning Your Financial GPS
Even if your financial plan is on autopilot, now is the perfect time to make sure it's still aligned with your goals, especially if retirement is on the horizon.
