Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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Your Year-End Tax and Estate Planning Review Just Got Urgent
Changing tax rules and falling interest rates mean financial planning is more important than ever as 2025 ends. There's still time to make these five key moves.
By Alan Weissberger, Esquire
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If You're Not Doing Roth Conversions, You Need to Read This
Roth conversions and other Roth strategies can be complex, but don't dismiss these tax planning tools outright. They could really work for you and your heirs.
By Matthew Blecker, CFP®, CFA®
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How to Give Your Kids Cash Gifts Without the IRS Paperwork
Most people can gift large sums without paying tax or filing a return, especially by structuring gifts across two tax years or splitting gifts with a spouse.
By Jeremy Keil, CFP®, CFA®, CKA®
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Being an Executor is a Thankless Job: Do It Well Anyway
You can be a 'good' executor of an estate, even though carrying out someone's final wishes can be challenging.
By Adam Shell
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Time Is Running Out to Make the Best Tax Moves for 2025
Don't wait until January — investors, including those with a high net worth, can snag big tax savings for 2025 (and 2026) with these strategies.
By Jeremiah H. Barlow, MBA, JD, LLM (Tax)
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What You Should Leave Out of Your Will, According to Experts
Are 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
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10 Things to Know About Estate Planning
Estate planning is all about taking charge of your legacy.
By David Rodeck
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'Politics' Is a Dirty Word for Some Advisers: That's Not Cool
Your financial plan should be aligned with your values and your politics. If your adviser refuses to talk about them, it's time to go elsewhere.
By Max Kulyk, CRPC®, CSRIC™
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'Smart' Estate Planning Can Cause Problems: Unraveling Myths
Sometimes no plan at all could be better than making these unfortunate mistakes. Don't let your best intentions mess things up for your heirs.
By Daniel E. Stickel
