Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
-
I want to help pay for my grandkids' college. Should I make a lump-sum 529 plan contribution or spread funds out evenly through the years?
We asked a college savings professional and a financial planning expert for their advice.
-
Manage an Inheritance Like a Pro in Just Seven Steps
inheritance How you handle an inheritance is key. A bequest could change your life, but don’t quit your day job.
inheritance -
10 Reasons to Leave Your Heirs a Roth IRA
Including a Roth IRA in your estate plan has clear tax advantages, which can be passed along to your heirs for years to come. But if passed down incorrectly, your heirs won’t reap the full benefits.
-
Five Estate Planning Pitfalls and How to Avoid Them
From procrastination to AI, these five estate planning pitfalls could mean your heirs are left with bureaucratic hassles — or a reduced inheritance.
-
Revocable vs Irrevocable Trusts: It Comes Down to Control vs Protection
Your choice to set up a revocable vs an irrevocable trust could have a big impact on your heirs.
-
I retired at 65 with $7.8 million and feel like I over-saved. My 40-something son is on the same path. Should I tell him to reconsider?
We ask financial experts for advice.
-
How You Can Guide Your Heirs Through the Great Wealth Transfer
Focus on creating a clear estate plan, communicating your wishes early to avoid family conflict, leaving an ethical will with your values and wisdom and preparing them practically and emotionally.
-
Retiring Without Heirs: Four Options For Your Estate
Just because you don’t have anyone to leave your money to doesn’t mean you shouldn’t plan for what happens to your estate when you die.
-
Backdoor Roth IRAs: Help Your Kids Keep More of Their Inheritance
Converting to a backdoor Roth IRA via an IRS "loophole" is an estate planning tool that gives heirs tax-free income in retirement. It can help you, too.
