Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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Why You Need an Advance DirectiveAn advance directive defines the medical care you want if you are too ill to make decisions. Every adult needs one.
By Jacob Wolinsky
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A Step-by-Step Guide to Being an Estate Executorretirement Whether you're planning ahead for your own heirs or have been asked to be the executor of an estate for someone else, it pays to understand what the role requires.
By Katherine Reynolds Lewis
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Why You Need a Power of AttorneyHaving a power of attorney is critical should the time come when you can't make health and financial decisions on your own.
By Ella Vincent
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The Woman's Guide to Estate Planning: Protect Your Health and WealthEstate planning for women must account for longer average lifespans, interrupted work lives and other gender differences. It's crucial for their financial and physical health.
By Deborah Yao
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What to Do When You're the Executor of an EstateThere are many steps you have to take if you're named the executor of an estate, and each estate is different, but there are some basic steps to follow.
By Sandra Block
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Kiplinger: The Trillion Dollar Talk Research ReportThe largest wealth transfer in U.S. history is under way, but as our research reveals, American families aren’t talking about it. Download the full report findings.
By The Kiplinger Editors
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Why Pre-Planning Your Funeral Is a Gift to Your Loved OnesBy planning your own funeral, you can spare your loved ones some stress and create a meaningful send-off.
By Julie Halpert
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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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Do You Know Why a Roth Conversion Isn't Right for Everybody?Quiz Roth conversions can be a game-changer for retirees with pensions facing higher tax rates. Find out how much you know about conversions' impact on your money.
By Joyce Lamb
Quiz
