Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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Your Estate Plan Isn't Complete Until You've Done These Steps
Congratulations on getting your estate plan in order. Now, you need to communicate the relevant details to ensure your plan is effectively carried out.
By Denise McClain, JD, CPA
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Estate Planning for Millionaires: Teamwork, Trusts and Taxes
Estate planning for millionaires and high-net-worth families is a serious business. Set up your team, paperwork and tax plan to pass down wealth.
By Deborah Yao
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What You Learn Becoming Your Mother's Financial Caregiver
Writer and certified financial planner Beth Pinsker talks to Kiplinger about caring for her mother and her new book.
By Cameron Huddleston
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I want to help pay for my grandkids' college. Should I make a lump-sum 529 plan contribution or spread funds out evenly through the years?
We asked a college savings professional and a financial planning expert for their advice.
By Maurie Backman
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Manage an Inheritance Like a Pro in Just Seven Steps
inheritance How you handle an inheritance is key. A bequest could change your life, but don’t quit your day job.
By Sandra Block
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Five Estate Planning Pitfalls and How to Avoid Them
From procrastination to AI, these five estate planning pitfalls could mean your heirs are left with bureaucratic hassles — or a reduced inheritance.
By MP Dunleavey
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Revocable vs Irrevocable Trusts: It Comes Down to Control vs Protection
Your choice to set up a revocable vs an irrevocable trust could have a big impact on your heirs.
By Christy Bieber
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I retired at 65 with $7.8 million and feel like I over-saved. My 40-something son is on the same path. Should I tell him to reconsider?
We ask financial experts for advice.
By Maurie Backman
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How You Can Guide Your Heirs Through the Great Wealth Transfer
Focus on creating a clear estate plan, communicating your wishes early to avoid family conflict, leaving an ethical will with your values and wisdom and preparing them practically and emotionally.
By Stephen B. Dunbar III, JD, CLU
