Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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Domestic vs Offshore Asset Protection Trusts: A Basic Guide
Learn the difference between domestic asset protection trusts and foreign or offshore asset protection trusts to help you decide what might work best for you.
By Jeffrey M. Verdon, Esq.
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You've Built Your Estate Plan — Now Put It to Work
You need to share details with your family (including passwords and document locations) and stay focused on keeping your plan up to date.
By Eric W. Bond
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10 Retirement Tax Plan Moves to Make Before December 31
Retirement Taxes Proactively reviewing your health coverage, RMDs and IRAs can lower retirement taxes in 2025 and 2026. Here’s how.
By Kate Schubel
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How to Stop These 5 Risks From Wrecking Your Retirement
Your retirement could be jeopardized if you ignore the risks you'll face later in life. From inflation to market volatility, here's what to prepare for.
By Matthew Lang
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5 Types of Gifts the IRS Won’t Tax: Even If They’re Big
Gift Tax Several categories of gifts don’t count toward annual gift tax limits. Here's what you need to know.
By Kelley R. Taylor
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A 5-Step Plan for Parents of Children With Special Needs
Guidance to help ensure your child's needs are supported now and in the future – while protecting your own financial well-being.
By Deana Healy, CFP®
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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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The 'Die With Zero' Rule of Retirement
If spending makes you nervous, the 'Die With Zero' rule might be for you. Because you don’t want to be the richest person in the graveyard.
By Jacob Schroeder
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Do You Have the 5 Pillars of Retirement Planning in Place?
Planning in these five areas is required so you're covered on everything from taxes and health care expenses to what happens to your estate when you're gone.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
