Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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Do's and Don'ts for the First Meeting With a Financial AdviserThe first meeting with a new adviser can be intimidating, but you can reduce your worry and ensure you're hiring the right person by following a few rules.
By John Jones, ChFC®, EA, BCP®
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3 Ways to Protect Family Wealth Like the Ultra-RichYou've done well if you've set up a basic estate plan, but don't stop there. You can now adopt the same principles the wealthy use to establish a legacy.
By Steven Bowles, CLU®
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My Husband's Dementia Puts Our Retirement Savings at RiskMy husband's new diagnosis has me reeling; how do I protect our $1.6 million savings?
By Maurie Backman
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Are You a Woman Who Has No Time for Financial Planning?Many women forgo financial planning because it's just another thing to add to their lengthy to-do list. Here's why you should bump it to the top of your list.
By Beth Bosworth, 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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What's the Best Way to Fund my Grandchild's 529 Plan for College?Is it better to make a lump-sum contribution up front or spread funds out through the years? We asked a college savings professional and a financial planner for their advice.
By Maurie Backman
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Give More, Pay Less: Guide to 2026 Tax-Smart Charitable GivingTax law changes might be confusing, but there are still ways to be generous without sacrificing financial security. A donor-advised fund is a place to start.
By Caleb Lund, CAP®
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This Trust Can Protect Your Assets From Long-Term Care CostsA Medicaid asset protection trust can help ensure your protected assets go to your beneficiaries rather than your long-term care.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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We Want to Give Our Daughter More Than Our Sons: Can It Be Fair?We paid for our daughter's $75K wedding. Now she is earning less than our sons and needs more help to buy a house. Are we being unfair, or even sexist?
By Maurie Backman
