#estate planning
68 stories
East of Eden Stars on Inheritance Conflicts
East of Eden actors Joseph Zada and Joe Anders reveal how sibling inheritance conflicts could arise.
Kiplinger · 1m
First Meeting With Financial Adviser: Preparation Guide
How to prepare for your first financial adviser meeting without stress.
Kiplinger · 1m
Should I Stay or Should I Go? Leaving California Tax Impacts
Moving from California changes tax and legal outcomes beyond state taxes.
Los Angeles Business Journal · 1m
Medicaid Trust Shields Savings From Long-Term Care Costs
Medicaid Asset Protection Trusts shield life savings from long-term care costs before the 5-year Medicaid clock runs out.
Kiplinger · 1m
Dolly Parton's Estate Turmoil
Dolly Parton's nephew faces legal battle over her estate after founder dies.
The Conversation · 1m
She'll Put Her Son on the Deed and Keep Living in the House
Adding a son to property deed skips probate but risks half step-up tax benefit.
24/7 Wall St. · 1m
Tax Trap for Joint Stock Accounts
A 72-year-old couple's $600,000 stock account faces a $42,300 tax bill when one dies in Oklahoma, but Texas offers full step-up benefits.
24/7 Wall St. · 1m
Build Kids' Money Habits Early
Teach children money skills before inheritance discussions.
Kiplinger · 1m
Ultra-Rich Use Trusts to Avoid IRA Tax Traps
Wealthy families use strategic trusts to protect IRA assets from tax traps and estate issues.
Kiplinger · 1m
At 78 He'll Need $150,000 Without Tax
An 78-year-old can borrow against stocks held since the 1990s to access $150,000 tax-free until death.
24/7 Wall St. · 1m
Estate Planning: 6 Documents to Avoid Family Court Hassles
Finalize estate planning documents today to prevent family court disputes after death.
Kiplinger · 2m
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Plan ahead for business shares after a partner dies
Without a buy-and-sell agreement, a spouse may inherit business shares they cannot sell or manage.
Daily Maverick · 1m
Retirement Income Strategy for Peace of Mind
Retirees often worry about income stability despite large savings, requiring a tailored plan for peace of mind.
Kiplinger · 1m
Estate Planning Mistakes to Avoid
Five estate planning errors could cost you your wealth transfer.
Kiplinger · 1m
Love Your Kids But Fear For Their Finances?
Spendthrift trusts protect children from inheritance risks without handing over money directly.
Kiplinger · 1m
Permanent Tax Laws Don't Exist
Why 'permanent' estate tax laws are a myth and what your legacy plan needs now.
Kiplinger · 2m
Retirement Scorecard: Five Key Areas
A retirement scorecard evaluates income, confidence, taxes, risk and estate efficiency to ensure financial readiness.
Kiplinger · 1m
45-Year-Old Inherits $1M IRA, IRS Owns Chunk
A 45-year-old inherits $1 million IRA but IRS already owns a chunk due to tax rules.
24/7 Wall St. · 1m
Will vs Trust: What You Really Need
Your estate plan might need both a will and a trust for smooth inheritance.
Kiplinger · 1m
How to Talk Inheritance With Your Kids
Parents can discuss inheritance without specific numbers by focusing on intentions and estate planning.
Kiplinger · 2m
LegalZoom promo codes save 10% on business setup
WIRED's exclusive discount codes help you cut costs on LLC formation, estate planning, trademarks and more.
WIRED · 2m
How to Fairly Compensate Child Caregivers
Parents can create contracts or larger inheritances to fairly compensate children who care for aging parents.
Kiplinger · 1m
Wealth Transfer Prep Needs Family Talk
Families must prepare heirs for inherited wealth before it's too late.
Newsweek · 1m
Retirement Legacy Debate
Retirement couples clash over how much to leave kids financially
Slate Magazine · 1m
Why You Shouldn't Wait to Ask Parents About Finances
Start conversations about parents' finances before emergencies hit to avoid inheritance chaos.
Kiplinger · 2m
Why Legal Docs Alone Won't Preserve Family Wealth
Legal documents fail without family conversations about wealth transfer intentions
Kiplinger · 1m
Parents Deed Rental Property Slices to Kids Tax-Free
Parents transfer rental property shares to kids yearly without gift tax, but hidden tax traps could cost heirs millions.
24/7 Wall St. · 1m
Arizona Insurance Exec Hits $1M in 30s
Health insurance executive built $1M in his 30s through stock market investing and diversified portfolios, but retirement still feels distant due to family responsibilities.
Kiplinger · 1m
Essential Conversations With Aging Parents
Start now to avoid financial and medical chaos when parents age
Kiplinger · 1m
Why Legal Moats Protect Wealth from Lawsuits
Build legal barriers to shield assets from lawsuits before they start
Kiplinger · 1m
How millionaires talk money with their kids
Real wealthy families share their strategies for inheritance conversations, equal splits, and avoiding spoiling the next generation.
Kiplinger · 3m
Stop Hoarding Retirement Savings With a CRUT
Wealthy retirees often spend far less than they can afford. A charitable remainder trust can turn longevity from a risk into an advantage.
Kiplinger · 2m
10 money habits for couples who actually talk
Financial transparency and shared knowledge protect relationships and prepare couples for life's surprises.
Kiplinger · 2m
The half-a-loaf plan: how families shield nursing home wealth
Elder law attorneys use a legal strategy involving gifts and annuities to help families preserve assets while Medicaid covers long-term care costs.
24/7 Wall St. · 2m
Spouses inherit trillions first in wealth transfer
Before Gen X and millennials see their inheritance, $54 trillion will flow to surviving spouses, who need a plan to preserve it.
Kiplinger · 2m
Dolly's lesson: 7 ways to stop your estate from becoming a family war
Even the best-laid plans can spark fights. Here's how to protect your legacy from becoming a legal mess.
Kiplinger · 2m
Financial power of attorney: 4 steps before crisis hits
Named as a financial agent? Understand your legal duties, navigate bank pushback, and prepare before an emergency forces your hand.
Kiplinger · 3m
IRS targets trust strategies in major estate planning case
A Nashville family faces a $736 million tax bill after the IRS challenged their use of irrevocable trusts to pass wealth to heirs.
Kiplinger · 2m
The Lady Bird deed trick that saves your house
One deed clause lets you transfer your home to your child while keeping full control, dodging Medicaid penalties and erasing decades of capital gains taxes.
24/7 Wall St. · 2m
How to choose the right executor for your estate
Picking an executor is not sentimental, it's a critical decision that requires strategy, honesty and planning.
Kiplinger · 3m
How Trust & Will builds brand trust at scale
A digital estate planning company shares its formula for earning consumer confidence in a category people avoid.
Adweek · 1m
Why your pension won't follow your will
Pensions bypass your will entirely. Here's what you need to do instead to ensure your family gets the money.
MoneyWeek · 2m
How the IRS values and audits inherited homes
Real estate makes up a third of what parents leave behind, but most heirs don't know the tax rules.
Kiplinger · 3m
Don't let inheritance tear your family apart
Trillions are shifting between generations, but silence about money is fracturing sibling relationships. Here's how to keep your family together.
Kiplinger · 3m
Charities struggle to collect IRA gifts from deceased donors
Financial firms are holding up charitable bequests with excessive paperwork and account requirements, forcing nonprofits to spend months or years chasing funds.
CNBC · 4m
The tax trick most advisers won't mention
A charitable remainder trust lets you sell concentrated stock tax-free and diversify immediately.
Kiplinger · 3m
Life milestones need financial moves
From turning 13 to inheriting money, here's what to do financially after each major life event.
Kiplinger · 3m
5 times a Roth conversion will cost you money
Roth conversions aren't always smart. Here's when skipping one saves you thousands.
Kiplinger · 3m
Equal inheritance isn't always fair
Splitting your estate equally among children can backfire. Here's how to plan an inheritance that actually works.
Kiplinger · 2m
Why your family needs to talk about inheritance tax now
Most families avoid discussing inheritance, but one conversation could save hundreds of thousands in taxes.
MoneyWeek · 2m
California inheritance tax trap you didn't see coming
Proposition 19 quietly rewrote California's inheritance rules, turning modest property tax bills into five-figure annual obligations overnight.
24/7 Wall St. · 2m
How to invest your inheritance wisely
A 124 trillion dollar wealth transfer is coming. Most heirs feel ready, but choosing the right investments matters.
Kiplinger · 1m
Love later in life comes with financial complexity
More older adults are cohabiting without marriage, but fewer legal protections apply to unmarried couples.
Kiplinger · 2m
Suze Orman's grief-proof money strategy
When a spouse dies, the worst time to make big financial decisions is when grief is strongest. Here's how to prepare.
Yahoo Finance · 2m
The hidden cost of caring for aging parents
When one child becomes the primary caregiver, equal inheritance splits can feel deeply unfair.
Kiplinger · 2m
Insurance policies your executor must know about
Your executor needs a complete picture of your insurance to settle your estate properly and protect your heirs.
Kiplinger · 2m
Why social media estate planning advice can backfire
Generic tips from online strangers ignore your family's unique needs and could lead to costly legal battles.
Kiplinger · 1m
Families lose £1 billion to inheritance tax on late gifts
Over 5,000 estates paid tax on gifts made too close to death, with the seven-year rule catching many families out.
MoneyWeek · 2m
Don't let your vacation home tear your family apart
A beloved family retreat can become a source of conflict without proper estate planning and honest conversations.
Kiplinger · 2m
Five questions to ask before you buy life insurance
Life insurance is no longer just a payout after you die, and the questions you ask before buying decide which one you get.
Kiplinger · 2m