Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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5 Estate Planning Things You Need to Do NowCompleting these five essential tasks right away can protect your family and their inheritance from potential high taxes and the probate process.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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How to Organize Your Financial Paperwork for Your HeirsA guide to organizing your financial paperwork so heirs have any easier time getting affairs in order.
By Ella Vincent
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Can You Afford Retirement in Greece? 3 Tax Benefits Make It PossibleRetirement Taxes Affordable luxury in the Mediterranean may be closer than you think. Here's how.
By Kate Schubel
Retirement Taxes -
The Beneficiary Rules Most Families Have Never Heard OfUnderstanding the difference between per stirpes and per capita can determine whether your grandchildren receive an inheritance or are unintentionally left out.
By Eric W. Bond
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5 Simple Steps to Financial Power for Every WomanDespite our growing economic power, women still face a confidence and savings gap. We can fix that by taking steps that help secure our financial independence.
By Nicole Romito, CFP®, CDFA™
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This Is How a QTIP Trust Protects Your Kids' InheritanceIf you have a blended family, this estate planning tool can provide for your surviving spouse while passing assets to your children from a previous marriage.
By Mike Palmer, CFP®
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Who Needs a Trust and Who Doesn't? A Financial Pro ExplainsKnowing the differences between a revocable trust and an irrevocable trust can help you decide if you need one and, if you do, which kind.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Decluttering and Selling Your Stuff? What to Know About TaxesClearing out your collectibles or selling off the antique furniture Grandma left you could result in Uncle Sam wanting a cut of your windfall.
By David Jaeger, CFP®
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Special Needs Planning: A Road Map for Long-Term SecurityWhen you have a child with special needs, financial planning must not only cover their long-term care but also the financial future of the entire family.
By Mindy Neira, CFP®, ChSNC®
