Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
-
10 Reasons to Leave Your Heirs a Roth IRAIncluding a Roth IRA in your estate plan can secure a tax-free legacy for your family. But even a small error could leave your heirs with a big tax burden.
By Kathryn Pomroy
-
What's the Best Way to Fund my Grandchild's 529 Plan for College?Is it better to make a lump-sum contribution up front or spread funds out through the years? We asked a college savings professional and a financial planner for their advice.
By Maurie Backman
-
Give More, Pay Less: Guide to 2026 Tax-Smart Charitable GivingTax law changes might be confusing, but there are still ways to be generous without sacrificing financial security. A donor-advised fund is a place to start.
By Caleb Lund, CAP®
-
This Trust Can Protect Your Assets From Long-Term Care CostsA Medicaid asset protection trust can help ensure your protected assets go to your beneficiaries rather than your long-term care.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
-
We Want to Give Our Daughter More Than Our Sons: Can It Be Fair?We paid for our daughter's $75K wedding. Now she is earning less than our sons and needs more help to buy a house. Are we being unfair, or even sexist?
By Maurie Backman
-
The Basics of Estate PlanningIf you have a will or trust, congratulations. But you’re not done with estate planning.
By Sandra Block
-
How to Give Your Kids Cash Gifts Without the IRS PaperworkMost people can gift large sums without paying tax or filing a return, especially by structuring gifts across two tax years or splitting gifts with a spouse.
By Jeremy Keil, CFP®, CFA®, CKA®
-
How Smart Is Your Gifting Strategy? Take Our Grandparents' Legacy QuizAre you maximizing the legacy you’ll leave behind? Take our 10-question quiz to evaluate your strategy today.
By Donna LeValley
-
Can We Help Just One of Two Adult Children Financially?We want all our grandkids to have a great childhood. How do we help their mother, our needier child, without creating resentment?
By Maurie Backman
