Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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Why So Many Families Are Unprepared for the Great Wealth TransferPassing down the wealth you've built over a lifetime, with wisdom and grace, is good. Passing on your values along with the money? Even better.
By Diane Harris
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How to Talk to Your Adult Kids About Their InheritanceThe Great Wealth Transfer starts with a conversation. Here's how to prepare heirs, reduce future conflict and create a lasting legacy.
By Cameron Huddleston
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You've Got a Trust: Now Who Should Be the Successor Trustee?You've set up a trust to protect your assets and your beneficiaries, but you still must choose the right person to execute your wishes. Here's how to do that.
By John M. Goralka
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8 Steps to Take When Settling an Estate as the ExecutorBeing the executor of an estate can be overwhelming, but breaking the process down into individual steps can help make it much less daunting.
By Brian Skrobonja, Chartered Financial Consultant (ChFC®)
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How to Choose Your Trustee or Executor of Your WillAbove all, you should choose someone you trust, keeping in mind that acting as a trustee or executor can be a complex, thankless and sometimes long-term job.
By John M. Goralka
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How to Build Your Financial Fortress: Asset ProtectionAsset protection is more important now than ever. These seven layers of protection can protect your wealth from potential creditors long before claims arise.
By John M. Goralka
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I Kept Putting Off Estate Planning — Here’s How I Finally Got My Affairs in OrderSemi-retiring gave me time to organize my estate plan. Here is my simple 3-step checklist
By Sandra Block
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These Are the 2 Legal Documents Everyone Should HaveEvery adult should have a healthcare proxy and power of attorney. They save loved ones time, money and stress if a sudden illness or injury incapacitates you.
By Jared J. Madison, Esq.
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Guide to the Estate Planning Documents Everyone NeedsEstate planning is more than just writing a will. These are the documents you'll need in order to protect your family if you're seriously injured or worse.
By Leslie Gillin Bohner
