Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
-
Gift Like Buffet: Three Financial Gifts for Your Kids and GrandkidsWarren Buffet used to give his family cash for Christmas. After learning they neither saved nor invested it, he gave them something more practical.
By Donna LeValley
-
I'm 74 and Don't Want My Beloved Dog to Go to My Adult KidsWe asked estate planners how to protect his one-year-old dog when his heirs aren't up to the task.
By Donna Fuscaldo
-
Want to Map Out an Estate Plan? Find Your 'Legacy Tribe' FirstBefore you confirm any estate plans, look in the mirror — your philosophy on life will inform your legacy, and that will allow a meaningful plan to unfold.
By Feroz Ansari, CFP®
-
We've Survived Bladder Cancer. Tough Love Isn't What We NeedBladder cancer survivors and a therapist share the realities of living with a stoma and how relatives can support loved ones as they rebuild their identity.
By H. Dennis Beaver, Esq.
-
7 Things You Should Never Leave to Your Kids or GrandkidsLeaving these assets to your loved ones may be more trouble than it’s worth. Here's how to avoid adding to their grief after you're gone.
By David Rodeck
-
What Is a 'Good' Inheritance? 6 High-Value Assets to Keep an Eye OnYour heirs will thank you for leaving any of these six assets as an inheritance.
By David Rodeck
-
The 5 Trusts You Need to UnderstandYou can use these trusts to cement your legacy, organize your estate and limit your exposure to estate and gift taxes.
By Donna LeValley
-
My Husband Wants Me to Stop Giving Each of Our 'Kids' $1K/monthWe are 68 and retired with $6.8 million. I just want to help our adult kids pay for daycare and camp for our grandchildren. Should I stop?
By Maurie Backman
-
Protection vs Performance: How Is Your Financial Success Being Measured?Returns still matter, but lasting performance is increasingly defined by how well a plan protects against volatility while preserving flexibility and your legacy.
By Jared Nepa
