Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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16 Retirement Mistakes You Will Regret ForeverFrom saving too little to claiming Social Security too early, there are plenty of ways that current and future retirees can sabotage their golden years.
By Bob Niedt
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Don't Skip the Estate Planning Step That Makes It All WorkAn estate plan requires a three-step process of design, structure and the often-missed step of funding your assets to ensure your wishes are legally executed.
By John Vandergriff
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What to Do With a WindfallPatience and good advice are the keys to avoiding making permanent financial mistakes after getting an inheritance.
By Janet Bodnar
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How Today's Couples Can Bridge the Financial Planning GapModern and LGBTQ+ partnerships are reshaping commitment, complexity and the need for more intentional financial planning structures.
By Anthea Tjuanakis Cox
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3 Life Events That Should Trigger an Estate Plan ReviewMajor life changes can make your estate plan outdated fast. Here are the three instances that should spur an update right away.
By Howard A. Enders
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Estate Planning Checklist: 13 Smart MovesFollow this estate planning checklist to hold on to more of your hard-earned money for both you (and your heirs).
By Janet Kidd Stewart
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8 Rules for Choosing the Right Financial AdviserNot all advisers are created equal. Here's how to find one qualified to manage your wealth and protect your legacy.
By Laura Gariepy
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Do You Know How Working in Retirement Affects Your Benefits?Quiz How much do you know about the impact on Social Security, taxes and healthcare when you work past retirement age or decide to "unretire"?
By Charlotte Gorbold
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Whole Life Insurance: Stealth Retirement Tool or Waste of Money?It may seem like everyone wants to sell you a whole life insurance policy. Is it worth it as a retirement savings hack?
By Maurie Backman
