Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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Why a $5 Million+ Portfolio Changes Your Entire Estate PlanThe federal estate tax might not touch your $5 million portfolio, but other issues can easily shrink your family's windfall. Here’s how to protect it.
By Jacob Schroeder
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Created Your Will? Why Your Heirs Could Still Face Major DelaysA will alone doesn’t mean your heirs can easily or quickly access your estate. If you want to leave funds for a funeral, here’s what to do instead.
By Paige Cerulli
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Estate Planning Checklist: 13 Smart MovesFollow this estate planning checklist to hold on to more of your hard-earned money for both you (and your heirs).
By Janet Kidd Stewart
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Shield Your Assets Before the 5-Year Medicaid Clock Runs OutThis trust safeguards your life savings from high long-term care costs while maintaining your eligibility for government benefits.
By Jeffrey M. Verdon, Esq.
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How to Prepare Kids for an Inheritance at Every AgeDon't surprise adult kids with a complex estate plan. Prepare them to handle family wealth by teaching them smart financial habits from an early age.
By Jessica Rickert, PGWTA
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The $100K Inheritance Blueprint: Where to Put Your Money FirstYou don't need a million dollars to transform your finances and set yourself up for retirement.
By Kathryn Pomroy
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6 Essential Estate Planning Documents to Prepare NowThese core estate planning documents will spare your loved ones from court hassles and help ensure your financial and medical wishes are carried out.
By Carole Laible
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How to Maximize a Late-in-Life InheritanceReceiving an inheritance in your 50s or 60s? Find out how to use the Great Wealth Transfer to buy back your time, pivot careers or fund family memories.
By Maurie Backman
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Ask the Tax Editor: Questions on Estate TaxesAsk the Editor Joy Taylor answers questions from readers on federal and state estate taxes.
By Joy Taylor
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