The Trillion Dollar Talk
The largest wealth transfer in U.S. history is underway but families are avoiding awkward conversations about their inheritance plans.
Latest
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Why You Need an Advance DirectiveAn advance directive defines the medical care you want if you are too ill to make decisions. Every adult needs one.
By Jacob Wolinsky
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Infographic: Takeaways From The Trillion Dollar Talk SurveyThe largest wealth transfer in U.S. history is underway but, as our research reveals, families are avoiding tricky conversations about their inheritance plans.
By The Kiplinger Editors
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A Step-by-Step Guide to Being an Estate Executorretirement Whether you're planning ahead for your own heirs or have been asked to be the executor of an estate for someone else, it pays to understand what the role requires.
By Katherine Reynolds Lewis
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Why You Need a Power of AttorneyHaving a power of attorney is critical should the time come when you can't make health and financial decisions on your own.
By Ella Vincent
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The Woman's Guide to Estate Planning: Protect Your Health and WealthEstate planning for women must account for longer average lifespans, interrupted work lives and other gender differences. It's crucial for their financial and physical health.
By Deborah Yao
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What to Do When You're the Executor of an EstateThere are many steps you have to take if you're named the executor of an estate, and each estate is different, but there are some basic steps to follow.
By Sandra Block
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Could You Handle a Sudden Windfall? Find Out HereAn inheritance can bring opportunity but also responsibilities. Take this short quiz to discover how ready you are and get tips to protect your legacy.
By Donna LeValley
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Kiplinger: The Trillion Dollar Talk Research Report
The largest wealth transfer in U.S. history is under way, but as our research reveals, American families aren’t talking about it. Download the full report findings.
By The Kiplinger Editors
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How to Organize Your Financial Paperwork for Your HeirsA guide to organizing your financial paperwork so heirs have any easier time getting affairs in order.
By Ella Vincent
