Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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4 Estate Planning Documents Every High-Net-Worth Family NeedsThe key to successful estate planning for HNW families isn't just drafting these four documents, but ensuring they're current and immediately accessible.
By Howard A. Enders
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Love and Legacy: What Couples Rarely Talk About (But Should)Couples who talk openly about finances, including estate planning, are more likely to head into retirement joyfully. How can you get the conversation going?
By Lawrence Sprung, CFP®, CEPA®
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How to Add a Pet Trust to Your Estate PlanAdding a pet trust to your estate plan can ensure your pets are properly looked after when you're no longer able to care for them. This is how to go about it.
By Adam Frank
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Avoid Leaving Chaos in Your Wake: Keep an Updated Estate PlanAn outdated or incomplete estate plan could cause confusion for those handling your affairs at a difficult time. This guide highlights what to update and when.
By Leslie Gillin Bohner
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Why I Became an Advocate for Fee-Only Financial AdviceCan financial advisers who earn commissions on product sales give clients the best advice? For one professional, changing track was the clear choice.
By David Bromelkamp
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This Versatile Account Should Be in Your Retirement PlanThe Swiss Army knife of accounts can help provide tax-free income in retirement. "Be Prepared."
By Maurie Backman
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Protect Your Family's Future: Avoid These 12 Common Estate Planning MistakesIf you've avoided the most common estate planning mistakes, your family will thank you.
By Daniel Bortz
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Estate Plan Details to Discuss (And What to Keep Private)Gen Xers and Millennials would like to know if they're going to inherit (and how much), but Baby Boomers in general don't like to talk about money. What to do?
By Phillip Reed, JD, CAPP™
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7 Ways to Kick Off an Estate Planning Talk With Your ParentsIt can be hard for aging parents to discuss estate plans — and for adult kids to broach the topic. Here are seven questions to get the conversation started
By Dr. Kim Hall, CFP®
