Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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What Happens Tax-Wise 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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How to Choose a Beneficiary for Your Estate PlanChoosing a beneficiary for your IRA, insurance policy or similar assets is crucial for estate planning. Here are seven pitfalls to avoid and how to do it right.
By Adam Shell
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5 Estate Planning Myths and What to Do InsteadFrom outdated beneficiary designations to the false security of a set-it-and-forget-it plan, active engagement is the strongest defense against costly mistakes.
By Shelby Anderson, J.D., CEPA®
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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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10 'Treasures' Your Adult Kids Don't Want You to Pass DownFrom heirloom china to your old golf clubs, here is what your grown kids secretly wish you'd unload — just not on them.
By Bruce Horovitz
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6 Financial Moves to Make Before the End of the YearWhy wait until December to review your financial plans? You'll have a clear enough picture of income, spending and investments to make meaningful decisions now.
By Matt Marinovich, CFP®
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How Friends Can Co-Own a Vacation HomeSet it up correctly from the start, and you can share a dream getaway with friends all the way into retirement — without risking your nest egg.
By Maurie Backman
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Downsides of a Big IRA: Big Taxes for Your Spouse and KidsIf you start optimizing your taxes now, you can head off the inevitable tax consequences waiting for you when RMDs kick in — and when your family inherits.
By Ethan M. West, CPA
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Is Your Family Office Losing Money? How to Track ItBuilding a fortune is one thing, managing it successfully through a family office is another. Investor and philanthropist Michael W. Sonnenfeldt has a solution.
By Michael W. Sonnenfeldt
