Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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I retired at 65 with $7.8 million and feel like I over-saved. My 40-something son is on the same path. Should I tell him to reconsider?
We ask financial experts for advice.
By Maurie Backman
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How You Can Guide Your Heirs Through the Great Wealth Transfer
Focus on creating a clear estate plan, communicating your wishes early to avoid family conflict, leaving an ethical will with your values and wisdom and preparing them practically and emotionally.
By Stephen B. Dunbar III, JD, CLU
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Retiring Without Heirs: Four Options For Your Estate
Just because you don’t have anyone to leave your money to doesn’t mean you shouldn’t plan for what happens to your estate when you die.
By Donna Fuscaldo
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Backdoor Roth IRAs: Help Your Kids Keep More of Their Inheritance
Converting to a backdoor Roth IRA via an IRS "loophole" is an estate planning tool that gives heirs tax-free income in retirement. It can help you, too.
By Adam Shell
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Estate Planning Checklist: 13 Smart Moves
retirement Follow this estate planning checklist for you (and your heirs) to hold on to more of your hard-earned money.
By Janet Kidd Stewart
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The Basics of Estate Planning
If you have a will or trust, congratulations. But you’re not done with estate planning.
By Sandra Block
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How Family Offices Can Build Resilience in a Volatile World
Family offices are shifting their global investment priorities and goals in the face of uncertainty, volatile markets and the influence of younger generations.
By Tim Houghton
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What is the Gift Tax Exclusion for 2025 and 2026?
Gift Tax Knowing the annual gift tax exemption can save you time and money.
By Kelley R. Taylor
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What’s the New 2026 Estate Tax Exemption Amount?
Estate Tax The IRS just increased the exemption as we enter into a promising tax year for estates and inheritances.
By Kate Schubel
Estate Tax
