Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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How Your Kids' Tax Bracket Can Wipe Out Your Capital GainsWant to give your kids a home down payment? Want to help cover daycare expenses? Instead of writing them a check, transfer appreciated stock into their account.
By Evan T. Beach, CFP®, AWMA®
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Protect Your Family's Future: Avoid These 12 Common Estate Planning MistakesDon’t make these common estate planning mistakes and your loved ones will thank you
By Daniel Bortz
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Stop Taxes From Taking a Bite Out of a Special Needs TrustIf a special needs trust isn't structured correctly, the recipient could lose out on a chunk of money when they need it the most. Here's how to prevent that.
By Scott Tucker, Investment Adviser Representative
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Married to a Noncitizen? Don't Let the IRS Become Your Biggest BeneficiaryNoncitizens don't get the unlimited marital deduction. Learn how the QDOT bridges this gap to defer estate taxes and protect your family's legacy.
By Donna LeValley
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Communication Is Key to a Successful LegacyBecause 70% of wealthy families lose their wealth by the second generation, it's clear how important communication can be to your estate plan's success.
By Justin Biance, Certified Estate Planner
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How an All-Asset Retirement Plan Reduces Investment RisksYou combine your housing wealth and lifetime annuities to help ensure that an average of three-quarters of your retirement income is not subject to market risk.
By Jerry Golden, Investment Adviser Representative
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Wealth Wise: Should We Borrow Money From Our Elderly Father?In our retirement advice column, Wealth Wise, we answer a reader's question about whether you should take a loan from an elderly parent without them knowing.
By Maurie Backman
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5 Ways the OBBBA Rewards the Midwestern MillionaireDiligent savers who take steps to capitalize on these tax-saving opportunities can keep more of their wealth and even help build a tax-efficient legacy.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Do's and Don'ts for the First Meeting With a Financial AdviserThe first meeting with a new adviser can be intimidating, but you can reduce your worry and ensure you're hiring the right person by following a few rules.
By John Jones, ChFC®, EA, BCP®
