Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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Estate Tax Quiz: Can You Pass the Test on the 40% Federal Rate?Quiz How well do you know the new 2026 IRS rules for wealth transfer and the specific tax brackets that affect your heirs? Let's find out!
By Kate Schubel
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How a Life Insurance Beneficiary WorksHave you designated your life insurance beneficiary? Take a moment now to protect your legacy.
By Karon Warren
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4 Estate Planning Documents Your Family Needs in a CrisisEstate planning isn't just for the wealthy — it's for anyone who wants control over what happens next. These four core documents will help you establish it.
By Robby J. Graham, CFP®, CPA
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Why Do These 5 Milestone Ages Matter in Retirement Planning? Take Our QuizQuiz You probably know your full retirement age, but do you know these other milestone ages — and why you should pay attention to them as you plan for retirement?
By Charlotte Gorbold
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Roth Conversion Strategy for High Earners Approaching RMDsDiscover how a 69-year-old engineer can successfully convert a $1.2 million IRA to a Roth before RMDs begin. Learn about IRMAA, tax issues and legacy planning.
By Maurie Backman
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6 Ways to Stop Taxes Eating Into Your EstateWithout an estate tax plan, tax bills could eat into the wealth you worked hard to build. Here are six strategies to help ensure it passes into the right hands.
By Logan Queck, CFP®, ChFC®, CEPA®
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The Estate Planning Mistake That Triggers Family FeudsWhile legal and tax strategies are essential for transferring wealth, the more critical step is ensuring your family knows what's coming, how and why.
By John P. Micera
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3 Estate Planning Strategies That Thrive in Volatile MarketsDiscover how GRATs, Roth conversions, and gifting enable you to capitalize on market volatility and transfer wealth to heirs tax-free.
By Donna Fuscaldo
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Being an Executor is a Thankless Job: Do It Well AnywayYou can be a "good" executor of an estate, even though carrying out someone's final wishes can be challenging. Here are seven steps to follow.
By Adam Shell
