Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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15 Estate Planning Terms You Need to KnowSometimes industry jargon can turn otherwise understandable concepts into stumbling blocks. Here are simplified explanations, definitions and uses for some estate planning tools.
By Donna LeValley
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3 Estate Planning Strategies That Thrive in Volatile MarketsFrom GRATs to Roth conversions, learn how to leverage market swings to protect your family’s future wealth.
By Donna Fuscaldo
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States That Won't Tax Your DeathEstate Taxes How much will your children — or other heirs — pay when you die? That depends on whether you live in a state with no death tax.
By Katelyn Washington
Estate Taxes -
20 Ways to Clean Up Your Finances This SpringSpring cleaning is therapeutic and stops costly problems from building up around the home. Why not tackle the dusty corners of your finances at the same time?
By Lisa Gerstner
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Estate Planning for Women: Preparing for When Life HappensA proactive approach like this one can help ensure your wishes are respected, you and your loved ones are protected and your values are carried forward.
By Leslie Gillin Bohner
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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
