Estate-planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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Six Reasons to Disinherit Someone and How to Do It
Whether you're navigating a second marriage, handling an estranged relative or leaving assets to charity, there are reasons to disinherit someone. Here's how.
By Donna LeValley Published
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Tips to Help Entrepreneurs Create Self-Sustaining Businesses
With the right processes and people in place, a truly sustainable business can be efficiently passed on to a successor and run profitably on its own.
By Jason L Smith, CEP®, BPC Published
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A Confident Retirement Starts With These Four Strategies
Work your way around income gaps, tax gaffes and Social Security insecurity with some thoughtful planning and analysis.
By Nick Bare, CFP® Published
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Could You Retire at 59½? Five Considerations
While some people think they should wait until they're 65 or older to retire, retiring at 59½ could be one of the best decisions for your quality of life.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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Going Through Probate? How to Find the Right Attorney
Just having the skills and experience to do the job isn't enough. The probate attorney you hire needs to have the right temperament for your particular case.
By John R. Silva, Esq. Published
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Six Ways to Make Talking With Family About Estate Planning Easier
It can be hard to talk about estate planning, especially when it comes to your parents, siblings or children. Here's how to get past the awkwardness.
By Jacob Wolinsky Last updated
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The Basics of Estate Planning
If you have a will or trust, congratulations. But you’re not done with estate planning.
By Sandra Block Last updated
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Give Now or Leave an Inheritance? How to Balance the Options
You've saved enough money for retirement. But can you afford to give some to family or good causes — and when is best? These are the key points to consider.
By Deana Healy, CFP® Published
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How to Replace a Corporate Trustee (and Make Other Trust Changes)
The right choice of trustee today may not be the right choice for trust beneficiaries in the future. Here's what you should know.
By Christopher F. Tate, J.D. Published