Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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Financial Fact vs Fiction: Why Inflation Is Lower, But Prices Are Not
Do you think bonds protect you from stock losses? Are you confident your assets will go to your intended heirs if all you have is a will? Think again — and read on for other myths that could be leading you astray.
By Scott McClatchey, CFP®
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Prenups and Retirement Planning: Saying "I Do" In Later Life
Prenups aren't a traditional part of retirement planning, but for the growing number of over-65s getting remarried, they're an essential financial tool.
By Brian O'Connell
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You Need to Have This Financial Talk With Your Spouse
Women are poised to inherit significant wealth from their husbands. Here's how they can prepare for it.
By Cameron Huddleston
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Internet Directory of Resources to Help You Age in Place
There's a wealth of experts, businesses and charities that can help you age in place, with advice on fall prevention, home modification and much more. Use our directory to locate services near you.
By Elaine Silvestrini
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These Habits Could Reveal Your Risk of Cognitive Decline
There's no reliable tool for predicting your risk of cognitive decline, but new research suggests one area of everyday behavior might contain early warning signs.
By Christy Bieber
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Unlock Your Home Equity: Why Ending Capital Gains on Home Sales Would Be a Game Changer for Retirees
Many retirees who would like to sell their homes and downsize can't because of the tax hit. Ending capital gains on home sales would change all that.
By Donna LeValley
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Sibling Bonds May Wax and Wane: Here's How To Safeguard Them
Sibling Bonds May Wax and Wane: Here's How To Safeguard Them
By Alina Tugend
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How to Tell Your Own Story
Your life told well could be the best gift you can leave.
By James R. Hagerty
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What Would You Like to Leave Behind? A Financial Planner's Guide to Family Wealth Discussions
Communicating about your assets and plans for passing them on increases clarity while preventing surprises and family disputes.
By Martin Baker, CFP®, CEPA®
