Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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Internet Directory of Resources to Help You Age in Place
There's a wealth of experts, businesses and charities that can help you age in place, with advice on fall prevention, home modification and much more. Use our directory to locate services near you.
By Elaine Silvestrini
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These Habits Could Reveal Your Risk of Cognitive Decline
There's no reliable tool for predicting your risk of cognitive decline, but new research suggests one area of everyday behavior might contain early warning signs.
By Christy Bieber
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Unlock Your Home Equity: Why Ending Capital Gains on Home Sales Would Be a Game Changer for Retirees
Many retirees who would like to sell their homes and downsize can't because of the tax hit. Ending capital gains on home sales would change all that.
By Donna LeValley
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Sibling Bonds May Wax and Wane: Here's How To Safeguard Them
Sibling Bonds May Wax and Wane: Here's How To Safeguard Them
By Alina Tugend
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How to Tell Your Own Story
Your life told well could be the best gift you can leave.
By James R. Hagerty
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What Would You Like to Leave Behind? A Financial Planner's Guide to Family Wealth Discussions
Communicating about your assets and plans for passing them on increases clarity while preventing surprises and family disputes.
By Martin Baker, CFP®, CEPA®
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Seven Financial Considerations When Downsizing for Retirement
With prices going up on everything, you may be looking for a cheaper place to live. To truly evaluate costs, take a hard look at taxes and intangibles.
By Evan T. Beach, CFP®, AWMA®
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New SALT Cap Deduction: Unlock Massive Tax Savings With Non-Grantor Trusts
The One Big Beautiful Bill Act's increase of the state and local tax (SALT) deduction cap creates an opportunity to use multiple non-grantor trusts to maximize deductions and enhance estate planning.
By Jeffrey M. Verdon, Esq.
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Five Big Beautiful Bill Changes and How Wealthy Retirees Can Benefit
Here's how wealthy retirees can plan for the changes in the new tax legislation, including what it means for tax rates, the SALT cap, charitable giving, estate taxes and other deductions and credits.
By Evan T. Beach, CFP®, AWMA®
