Estate-planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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The Tax Stakes for 2025: Planning for All Possibilities
It's unclear whether extending the TCJA provisions for individuals is likely, so what can you do to reduce your overall tax bill either way?
By Jane G. Ditelberg, Esq. Published
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Generational Wealth Plans Aren't Just for Rich People
Everybody needs to consider what will happen to whatever assets they have and ensure their beneficiaries aren't stuck with big tax bills.
By Nico Pesci Published
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To Insure or Not to Insure: Is Life Insurance Necessary?
Even if you're young and single with no dependents, you may need some life insurance. Here's how to figure out what and how much you may need.
By Isaac Morris Published
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Irrevocable Trusts: So Many Options to Lower Taxes and Protect Assets
Irrevocable trusts offer nearly endless possibilities for high-net-worth individuals to reduce their estate taxes and protect their assets.
By Rustin Diehl, JD, LLM Published
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12 Great Places to Retire in the Midwest
places to live Here are our retirement picks in the 12 midwestern states.
By Stacy Rapacon Last updated
places to live -
How to Organize Your Financial Life (and Paperwork)
To simplify the future for yourself and your heirs, put a financial contingency plan in place. The peace of mind you'll get is well worth the effort.
By Leslie Gillin Bohner Published
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Three Steps to Simplify Paying Your Taxes in Retirement
Once you retire, how you pay some of your taxes can change. Here's how to get a handle on them so you don't run afoul of the IRS and face penalties.
By Evan T. Beach, CFP®, AWMA® Published
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More SECURE 2.0 Retirement Enhancements Kick in This Year
Saving for retirement gets a boost with these SECURE 2.0 Act provisions that are starting in 2025.
By Mike Dullaghan, AIF® Published
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The Wrong Money Question to Ask After Trump's Election
If you're wondering what moves to make with a new president moving into the White House, you're being dangerously shortsighted. Here's what to do instead.
By George Pikounis Published