Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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Manage an Inheritance Like a Pro in Just Seven Steps
inheritance How you handle an inheritance is key. A bequest could change your life, but don’t quit your day job.
By Sandra Block
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Five Estate Planning Pitfalls and How to Avoid Them
From procrastination to AI, these five estate planning pitfalls could mean your heirs are left with bureaucratic hassles — or a reduced inheritance.
By MP Dunleavey
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Revocable vs Irrevocable Trusts: It Comes Down to Control vs Protection
Your choice to set up a revocable vs an irrevocable trust could have a big impact on your heirs.
By Christy Bieber
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I retired at 65 with $7.8 million and feel like I over-saved. My 40-something son is on the same path. Should I tell him to reconsider?
We ask financial experts for advice.
By Maurie Backman
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How You Can Guide Your Heirs Through the Great Wealth Transfer
Focus on creating a clear estate plan, communicating your wishes early to avoid family conflict, leaving an ethical will with your values and wisdom and preparing them practically and emotionally.
By Stephen B. Dunbar III, JD, CLU
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Retiring Without Heirs: Four Options For Your Estate
Just because you don’t have anyone to leave your money to doesn’t mean you shouldn’t plan for what happens to your estate when you die.
By Donna Fuscaldo
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Backdoor Roth IRAs: Help Your Kids Keep More of Their Inheritance
Converting to a backdoor Roth IRA via an IRS "loophole" is an estate planning tool that gives heirs tax-free income in retirement. It can help you, too.
By Adam Shell
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Estate Planning Checklist: 13 Smart Moves
retirement Follow this estate planning checklist for you (and your heirs) to hold on to more of your hard-earned money.
By Janet Kidd Stewart
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How Family Offices Can Build Resilience in a Volatile World
Family offices are shifting their global investment priorities and goals in the face of uncertainty, volatile markets and the influence of younger generations.
By Tim Houghton
