Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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How to Master the Art of Family Business SuccessionYou might hope for an easy transition, but your children could have different ideas about who gets what. Talking about it early could head off divisions.
By Mike Moore
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Financial What-Ifs You Need to Discuss While the Going's GoodLife events can wreak greater havoc with finances than any market downturn. Here are some pointers on holding "that" conversation with your loved ones.
By Karen B. McIntyre, CFP®
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Wealth Wise: Should We Bankroll Our Son's Law School Tuition?In our retirement advice column, Wealth Wise, we help a couple weigh whether to lend their son $180K for his tuition or protect their savings.
By Maurie Backman
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How to Protect Family Wealth By Letting Your Kids Mess UpDon't put off money conversations with your heirs. Financial education needs to start early, with hands-on opportunities to learn and make mistakes.
By Alvina Lo
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How to Store Your Financial Documents the Right WayHaving mountains of financial paperwork take over your home can be frustrating. Here's how to get the mess under control while still having your essential information at your fingertips.
By Laura Gariepy
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Did You Max Out Your 401(k)? Here's How That Could BackfireWhat looked like smart tax planning could become a problem. And not just for you — your kids could inherit a tax bomb. How to head off potential disaster.
By Christopher C. Giambrone, CFP®, AIF®
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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
