Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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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®
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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
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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®
