Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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Why This Family's $4 Million Estate Plan May UnravelThis week's Wealth Wise experts break down whether aggressive Roth conversions and split IRA distributions actually protect the next two generations.
By Maurie Backman
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4 Questions to Capture Your Family's True LegacyLeaving a true family legacy is all about taking the time to share your personal stories, values and memories with the people you love.
By Alex Kirby
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Why the Best Estate Plans Aren't Based on Worst-Case ScenariosFear is usually the driving force behind an estate plan, but that approach can be costly. For a better outcome, start from a place of clarity and control.
By Lisa G. McCurdy, Esq.
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The Best Time to Talk to Aging Parents About Money and CareTalking to your retired parents about finances and healthcare isn't a sign you don't trust them. It's how you help them stay in control for as long as possible.
By Alvina Lo
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How Life Insurance Trusts (ILITs) Protect WealthPlacing million-dollar life insurance inside an irrevocable life insurance trust creates a layer of protection against estate tax and other family wealth risks.
By Jonathan Davis, CFP®
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10 Reasons to Leave Your Heirs a Roth IRAIncluding a Roth IRA in your estate plan can secure a tax-free legacy for your family. But even a small error could leave your heirs with a big tax burden.
By Kathryn Pomroy
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How to Prepare Heirs for Family Wealth TransferFamilies should prepare heirs not just to receive assets, but to take on the knowledge, decisions and responsibilities that come with them.
By Allison K. Pfeifle, Esq.
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Why Adult Children Choose EstrangementMillions of parents are being cut off by their grown children. Experts explain what went wrong — and the only realistic path back.
By Alina Tugend
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Could an Incentive Trust Help Your Child Find Their Way?An carefully structured incentive trust can encourage adult children to be more responsible by only distributing an inheritance when they reach specific goals.
By Klaus Gottlieb, Esq.
