Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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Why Social Media Estate Planning Advice Is RiskyEstate planning tips on social media don't always contain misinformation, but what worked for one family may end up causing yours a whole heap of trouble.
By Patrick M. Simasko, J.D.
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Avoid These Vacation Home Estate Planning MistakesThe family vacation home could become a cause of conflict without a plan for how it will pass to your heirs — and a conversation about who actually wants it.
By Denise McClain, JD, CPA
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The Hidden Costs of Inheriting an Investment PortfolioInheriting a portfolio isn't as straightforward as it might seem. Taxes, missed IRA deadlines and high fees can impact how much you'll receive.
By Coryanne Hicks
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What Happens to Your Savings Account When You Die?Your savings may have to go through probate if you don't name a beneficiary. Here's how to make it easier for your heirs to access the money.
By Sean Jackson
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The Expert Guide to a Tax-Free InheritancePassing down assets can leave kids with a massive tax bill. This week's Wealth Wise advice column explores the strategies advisers use to leave an inheritance tax-free.
By Maurie Backman
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How to Protect Your Assets From Long-Term Care CostsA revocable living trust is great for avoiding probate but won't shield savings from long-term care costs. Consider a Medicaid Asset Protection Trust instead.
By Evan H. Farr, CELA
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What Happens When You Inherit a House — With Your SiblingsInheriting a house with siblings can raise questions about ownership, taxes and costs. Learn your options for selling, keeping or buying out the home.
By Choncé Maddox
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From Buffett to Beyoncé: What Celebrities Say About InheritanceSee what Warren Buffett, Shaq, Jay-Z and Beyonce, Dave Ramsey and Suze Orman have to say about passing down wealth.
By Karee Venema
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The Great Junk Transfer: Why Heirs Want Meaning, Not More StuffLoved ones want your memories, not your attic clutter. A new study reveals why less is officially more when passing down belongings.
By Donna LeValley
