Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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For HNW Retirees, Tax and Estate Planning Are the Main Events
Tax and estate planning can have far-reaching results for wealthy retirees and are just as important as investment management. This financial adviser explains.
By Evan T. Beach, CFP®, AWMA®
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6 Financially Savvy Power Moves for Women in 2026
Don't let the day-to-day get in the way of long-term financial planning. Here's how to get organized — including a reminder to dream big about your future.
By Mary Ware, CFP®, CIMA®, CDFA®
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When Can Tax Planning Be an Act of Love? This Family Found Out
How can you give stock worth millions to a loved one without giving them a huge capital gains tax bill? This family's financial adviser provided the answer.
By Stacy Francis, CFP®, CDFA®, CES™
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Check Out These Opportunities Created by the New Tax Law
A deep dive into the One Big Beautiful Bill Act (OBBBA) reveals key opportunities in 2026 and beyond.
By Justyn Volesko, JD, LL.M.
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The 7 Worst Assets to Leave Your Kids or Grandkids
inheritance Leaving these assets to your loved ones may be more trouble than it’s worth. Here's how to avoid adding to their grief after you're gone.
By David Rodeck
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What Is a Good Inheritance? Six of the Best Assets to Pass Down
inheritance Your heirs will thank you for leaving any of these six assets as an inheritance.
By David Rodeck
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Estate Planning Isn't Just for the Ultra-Wealthy
If you've acquired assets over time, even just a home and some savings, you have an estate. That means you need a plan for that estate for your beneficiaries.
By William Thatcher
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The New Estate Tax Exemption Amount for 2026
Estate Tax The IRS has increased the exemption as we enter into a promising tax year for estates and inheritances.
By Kate Schubel
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6 Overlooked Areas That Can Make or Break Your Retirement
If you're heading into retirement with scattered and uncertain plans, distilling them into these six areas can ensure you thrive in later life.
By David Lukas, Investment Adviser Representative
