Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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Why High-Net-Worth Families Need a Financial QuarterbackHigh-net-worth families need a decent quarterback — a financial adviser coordinating other professionals on the team and keeping an eye on potential threats.
By Peter Newman, CFA
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Death and Taxes: A Famous Quotes Quiz to Take a Break From Tax SeasonQuiz If you're "dead" tired of tax season, we have just the solution.
By Kate Schubel
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The Simple Legal Document Parents Need to Protect Their KidsWhen parents are absent, caregivers may not be able to make emergency decisions for a child without a Delegation of Parental Authority. Here's how to set it up.
By Patrick M. Simasko, J.D.
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5 Myths Keeping You From Getting Rid of Your Stuffreal estate Don’t let these common but misguided notions derail your goal to declutter and lighten up.
By Patricia Mertz Esswein
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6 Reasons to Disinherit Someone and How to Do ItWhether you're navigating a second marriage, handling an estranged relative or leaving assets to charity, there are reasons to disinherit someone. Here's how.
By Donna LeValley
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5 Estate Planning Things You Need to Do NowCompleting these five essential tasks right away can protect your family and their inheritance from potential high taxes and the probate process.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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How to Organize Your Financial Paperwork for Your HeirsA guide to organizing your financial paperwork so heirs have any easier time getting affairs in order.
By Ella Vincent
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Can You Afford Retirement in Greece? 3 Tax Benefits Make It PossibleRetirement Taxes Affordable luxury in the Mediterranean may be closer than you think. Here's how.
By Kate Schubel
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What You Should Leave Out of Your Will, According to ExpertsAre you unclear about what you should leave out of your will when estate planning? Legal experts share the 10 items to exclude.
By Erin Bendig
