Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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Do You Know Why a Roth Conversion Isn't Right for Everybody?Quiz Roth conversions can be a game-changer for retirees with pensions facing higher tax rates. Find out how much you know about conversions' impact on your money.
By Joyce Lamb
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How Everyday Families Can Prepare to Transfer WealthOver the next two decades, a Great Wealth Transfer will occur between baby boomers and the generations that follow. Is your family prepared to handle it?
By Tony Drake, CFP®, Investment Advisor Representative
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8 Estate Planning Secrets You Can Borrow from the Ultra-WealthyTry these proven strategies from the ultra-wealthy to protect your assets, cut taxes and pass on more to your heirs.
By Kathryn Pomroy
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Gift Tax Exclusion 2026: How Much You Can Give Tax‑Free This YearGift Tax Knowing the annual gift tax exemption can save you time and money.
By Kelley R. Taylor
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States That Won't Tax Your DeathEstate Taxes How much will your children — or other heirs — pay when you die? That depends on whether you live in a state with no death tax.
By Katelyn Washington
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Does Your State Tax Retirement Income? Take Our QuizQuiz Figuring out retirement taxes can be hard, but it doesn't have to be. See if your state exempts retiree income.
By Kate Schubel
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What Happens With Taxes When You Inherit a HouseInheritance Tax When you inherit a home, understanding key IRS rules and state tax impacts can save you thousands.
By Chrissy Paradis
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Post-Loss Finances: Urgent Steps vs What Can WaitWhen a spouse dies, wrapping up their financial affairs too quickly can make your own life more complicated. In fact, few decisions must be made right away.
By Eric W. Bond
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Want to Keep a Secret Family Hidden in Your Will? Why It Gets Messy FastA millionaire wants to leave assets to a second family without his wife finding out. Estate experts reveal why post-mortem secrets rarely stay hidden.
By Donna Fuscaldo
