Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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What Is a 'Good' Inheritance? 6 High-Value Assets to Keep an Eye On
Your heirs will thank you for leaving any of these six assets as an inheritance.
By David Rodeck
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The 5 Trusts You Need to Understand
You can use these trusts to cement your legacy, organize your estate and limit your exposure to estate and gift taxes.
By Donna LeValley
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My Husband Wants Me to Stop Giving Each of Our 'Kids' $1K/month
We are 68 and retired with $6.8 million. I just want to help our adult kids pay for daycare and camp for our grandchildren. Should I stop?
By Maurie Backman
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Protection vs Performance: How Is Your Financial Success Being Measured?
Returns still matter, but lasting performance is increasingly defined by how well a plan protects against volatility while preserving flexibility and your legacy.
By Jared Nepa
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Estate Planning Quiz: Are You Making These 10 Common Errors?
Quiz From "tax traps" to "safety deposit box blunders," discover the 10 most common mistakes people make when planning their estate.
By Donna LeValley
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Our Grandchild Wants Help Paying for a $90k-Per-Year College.
We're 75 with $3.2 million. Our son is pressuring us to help pay for our granddaughter's college so she can avoid student loans. What should we do?
By Maurie Backman
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A 'Trust Reveal' Isn't the Way to Transfer Wealth — This Is
Wealth transfer isn't about dramatically revealing the size of an inheritance. It's about communicating your story and preparing heirs to uphold shared values.
By Jessica Andrews
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Energy Investing Is a Long Haul: Is Your Estate Plan Ready?
Oil and gas investments can play a lasting role in a diversified portfolio, but be sure to consider how they fit into your broader strategy and estate plan.
By Jay R. Young
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10 Things to Know About Estate Planning
Estate planning is all about taking charge of your legacy.
By David Rodeck
