Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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Silence Is Golden, But It Can Hurt Heirs More Than You ThinkTalking to heirs about transferring wealth can be overwhelming, but avoiding it now can lead to conflict later. Here's how to start sharing your plans.
By Julie Virta, CFP®, CFA, CTFA
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Florida Tax GuideState Taxes Explore Florida's state tax rates for income, sales, property, retirement, and more. Learn how Florida compares nationwide.
By Katelyn Washington
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Why a Good Legacy Plan Covers Values, Not Just ValuablesLegacy planning integrates your values and stories with legal and tax strategies to ensure your influence benefits loved ones and good causes after you're gone.
By Myles J. McHale, Jr. AIF®, CRPP®
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A Financial Planner Answers 10 Common Gift Tax Questionstaxes Generous gifts can have tax consequences, but in general, only very wealthy people need to worry about gift taxes. Still, there could be IRS paperwork involved.
By David Jaeger, CFP®
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When Estate Plans Don't Include Tax Plans, All Bets Are OffEstate plans aren't as effective as they can be if tax plans are considered separately. Here's what you stand to gain when the two strategies are aligned.
By Paul Buckle, CPA, CFP®
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My wife wants to use our $6.1 million for charity — I want a lake house.We are 62 and finally retired after decades of hard work. I see the lakehouse as an investment in our happiness.
By Maurie Backman
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Why Charitable Remainder Trusts Team With Donor-Advised FundsIf a charitable remainder trust puts too many constraints on your family's charitable giving, consider combining it with a donor-advised fund for more control.
By Mark Marrazzo
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The Illinois 'Cliff Tax': How a Single Dollar Can Push You OverIllinois' estate tax "threshold" (rather than "exemption") can surprise families, but proactive planning can help preserve more for heirs and charitable causes.
By Scott Tucker, Investment Adviser Representative
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I'm 58 and dating again, but women just seem to care about the size of my bank account.Does size matter? We ask experts in dating, financial planning and law for advice.
By Maurie Backman
