Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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17 States With Scary Estate and Inheritance TaxesEstate Tax Over a dozen states currently impose estate or inheritance taxes on heirs. Here’s where you’ll have to pay.
By Sandra Block
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Keep Your Kids From Falling Into the Early Inheritance TrapGiving your adult children or grandchildren a massive cash gift can sabotage the financial independence you hope to build. Here is how to restructure your legacy with incentive trusts.
By Jacob Schroeder
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Wills vs Trusts: How to Decide What's Right for Your FamilyDoes your estate plan need a will, a trust or both? Understanding how these tools work, and what your family needs, will help you make the right choice.
By Shelby Anderson, J.D., CEPA®
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Inheriting Investments: Why Stocks Can Wreck Estate PlansWithout explicit instructions for stocks in your estate plan, your heirs may end up selling everything for simplicity or because they're mired in conflict.
By Howard A. Enders
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You Asked, We Answered: How to Talk Inheritance With Your KidsIn this panel conversation, Kiplinger editors talk to experts about the Great Wealth Transfer and answer questions on how to discuss inheritance with your family.
By Alexandra Svokos
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Redefining Financial Success Beyond Net WorthWe are increasingly measuring financial success by the peace of mind, stability and life choices money brings rather than the total net worth we accumulate.
By Teresa (Terry) Rasmussen
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The Benefits of a Special Needs TrustThis estate-planning tool provides financial security for a loved one who has a disability.
By Ella Vincent
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How to Fairly Compensate the Child Who Steps Up to Care for YouFrom caregiver contracts to unequal inheritances, estate planning experts explain how to reward your most dedicated child without fracturing the family.
By Maurie Backman
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12 Estate Planning Mistakes That Can Cost Your Family ThousandsDon’t make these common estate planning mistakes and your loved ones will thank you.
By Daniel Bortz
