Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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The Cost of Dying: Burial and Cremation Prices by StateAs traditional burials price out millions, cremation has become America's default. Here is where the money actually goes.
By Donna LeValley
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How Much Tax You Pay on an Inherited IRA: 4 Rules That MatterTax Law Two beneficiaries can inherit similar balances and end up with very different tax bills.
By Kelley R. Taylor
Tax Law -
8 Rules for Choosing the Right Financial AdviserNot all advisers are created equal. Here's how to find one qualified to manage your wealth and protect your legacy.
By Laura Gariepy
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How Avoiding Probate Can Derail Your Estate PlanStrategies used to avoid probate can unintentionally override other parts of an estate plan. Here's how to ensure your loved ones receive assets as intended.
By Patrick M. Simasko, J.D.
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5 Questions About Power of Attorney After 'You Can See Everything,' AnsweredThe new documentary "You Can See Everything" about Elizabeth Holmes prompted some questions about power of attorney privileges.
By Alexandra Svokos
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What Is a 'Good' Inheritance? 6 High-Value Assets to Keep an Eye OnYour heirs will thank you for leaving any of these six assets as an inheritance.
By David Rodeck
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7 Things You Should Never Leave to Your Kids or GrandkidsLeaving these assets to your loved ones might be more trouble than it’s worth. Here's how to avoid adding to their grief after you're gone.
By David Rodeck
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Which Celebrity Are You Most Like When It Comes to Inheritance?Answer 7 quick questions to uncover which iconic approach to passing down wealth matches your personal philosophy.
By Donna LeValley
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Why a $5 Million+ Portfolio Changes Your Entire Estate PlanThe federal estate tax might not touch your $5 million portfolio, but other issues can easily shrink your family's windfall. Here’s how to protect it.
By Jacob Schroeder
