Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
-
We Want to Give Our Daughter More Than Our Sons: Can It Be Fair?We paid for our daughter's $75K wedding. Now she is earning less than our sons and needs more help to buy a house. Are we being unfair, or even sexist?
By Maurie Backman
-
The Basics of Estate PlanningIf you have a will or trust, congratulations. But you’re not done with estate planning.
By Sandra Block
-
How to Give Your Kids Cash Gifts Without the IRS PaperworkMost 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®
-
How Smart Is Your Gifting Strategy? Take Our Grandparents' Legacy QuizAre you maximizing the legacy you’ll leave behind? Take our 10-question quiz to evaluate your strategy today.
By Donna LeValley
-
Can We Help Just One of Two Adult Children Financially?We want all our grandkids to have a great childhood. How do we help their mother, our needier child, without creating resentment?
By Maurie Backman
-
Will Millennials' Money Attitude Put Family Wealth at Stake?Millennials don't have the same approach to wealth as older generations. How can ultra-high-net-worth families and their advisers keep a legacy on track?
By Valerie Wong Fountain, CFA®
-
9 Things You'll Regret Keeping in a Safe Deposit BoxSafe Storage Locking up certain important documents and valuables in a bank vault could turn into a headache for you or your heirs.
By Bob Niedt
Safe Storage -
If You're the Millionaire Next Door, You May Be a Terrible SpenderGood job on all that great saving. Now you need to start spending some of that hard-earned retirement savings on the things you love.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
-
Gift Like Buffet: Three Financial Gifts for Your Kids and GrandkidsWarren Buffet used to give his family cash for Christmas. After learning they neither saved nor invested it, he gave them something more practical.
By Donna LeValley
