Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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Want to Move to Portugal? What to Consider Financially
Knowing what to expect when it comes to your taxes, investments, real estate, Social Security benefits and other money-related issues is critical.
By Alex Ingrim, Chartered MCSI
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Quiz: Do You Know Annuities? What About Recent Student Loan Changes and Boomer Retirement Challenges?
Quiz The financial professionals who contribute to Kiplinger's Adviser Intel recently wrote about myths about annuities, Boomers' retirement reality check and OBBB changes to federal student loans.
By Kiplinger Staff
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I'm a Wealth Adviser: This Is How to Prevent Your Heirs From Frittering Away the Family Fortune
To prevent family wealth from being eroded down the line, younger generations must be treated as active stewards of a legacy rather than passive heirs.
By Michael Schneider
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About 40% of Heirs Say They Can’t Afford an Inherited Home
Estate Planning The ‘Great Wealth Transfer’ may not help with high property taxes, soaring homeownership costs, and liquidity issues in 2025.
By Kate Schubel
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Three Strategies to Take Advantage of OBBB Changes, From a Financial Planning Pro
Four of the One Big Beautiful Bill's changes could impact your retirement, so it's smart to review your financial plans to see if these strategies would help you get the most out of the new provisions.
By Alan E. Becker, Investment Adviser
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Protect Your Family's Future: Avoid These 12 Common Estate Planning Mistakes
If you've avoided the most common estate planning mistakes, your family will thank you.
By Daniel Bortz
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Quiz: Test Your Knowledge of Gray Divorce, Annulments and the Ted Lasso Effect on Retirement Planning
Quiz The financial professionals who contribute to Kiplinger's Adviser Intel recently wrote about the financial implications of gray divorce, a positive mindset for retirement planning and a widow's annulment after she was scammed.
By Kiplinger Staff
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Want to Move to Italy? What to Consider Financially
Once you've decided that you and Italy are compatible, you'll want to work out your tax planning, investments, retirement accounts and benefits.
By Alex Ingrim, Chartered MCSI
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I'm a Financial Planner: These Three Things Are Missing From Almost Every Financial 'Plan' I See
A financial plan should be a detailed road map to a worry-free retirement. Watch out: If your plan has these common holes, you could be headed for a dead end.
By Evan T. Beach, CFP®, AWMA®
