Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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4 Tools to Help Advisers With Next-Level Estate PlanningEstate planning software can help advisers forge deeper client relationships and leverage the power of AI to provide insights. Here are four options to consider.
By Marguerita M. Cheng, CFP® & RICP®
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Estate Planning Checklist: 5 Tasks to PrioritizeDoing these things now, while you're still physically and mentally healthy, can smooth an already-difficult and emotional process when the time comes.
By Martin Baker, CFP®, CEPA®
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The 5 W's of Successful Estate Plan-Focused Family MeetingsGood family meetings bring clarity to estate plans and strengthen bonds. Poor ones turn into ugly battles. This simple tool will help you avoid the drama.
By Michael Schneider
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What Really Happens in the First 30 Days After Someone DiesThe administrative requirements following a death move quickly. This is how to ensure your loved ones won't be plunged into chaos during a time of distress.
By Howard A. Enders
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Why Your Pet Should Be In Your Estate Plan — Yes, ReallyIncluding your wishes in your will or in a pet trust can ensure proper care when you can’t provide it.
By Richard Eisenberg
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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
State Taxes -
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®
taxes
