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Estate Planning
2009 Best List: Retirement Resources
Here are the best web sites to visit before you retire and in retirement.
Leave Your Kids a Tax-Free Legacy
Converting your traditional IRA to a Roth can be a boon for children and grandchildren.
Protect Heirs From State Estate Taxes
<p>An estate plan that avoids federal estate tax may face state estate levies.</p>
A Gift to Your Spouse
Prepare a financial plan that will protect your spouse after you die or if you become seriously ill.
Overseas Inheritance Tax
Kiplinger editorial director Kevin McCormally and fellow tax experts Peter Blank and Mary Beth Franklin tackle your most pressing tax challenges.
Leave an IRA That's Heir-Tight
Follow complex rules and avoid common mistakes when leaving your retirement account to your beneficiaries.
Filing a Loved One's Final Tax Return
Kiplinger editorial director Kevin McCormally and fellow tax experts Peter Blank and Mary Beth Franklin tackle your most pressing tax challenges.
Preparing a Deceased Parent's Tax Return
Kiplinger editorial director Kevin McCormally and fellow tax experts Peter Blank and Mary Beth Franklin tackle your most pressing tax challenges.
Who Gets Mom and Dad's Stock?
If parents don't designate beneficiaries for their investments, their wills or the state will determine who inherits the assets.
Ties That Bind Heirs
Incentive trusts can perpetuate your wishes -- or fuel a family squabble.
Forces That Affect Your Estate Plan
From probate and ownership division to the taxing arm of Uncle Sam, here are four things that can influence what happens to your belongings.
The Estate-Tax Puzzle is Becoming Clearer
The future of the estate tax is more certain now than it's been in years.
Passing on the Family Business
Smooth the transition when handing the reins of your company to the next generation.
Money 101 for Your Spouse
When one spouse oversees the finances, make sure the other knows all the details.
Six Steps to a Good Will
This is no time for shortcuts. Learn what you should do to make sure your final wishes are carried out.
How Large Is Your Estate?
Our worksheet will help you identify your assets and liabilities, and sort out who owns what.
Good Reasons to Change Your Will
Life is ever-changing and so are your estate-planning needs. Here are seven situations in which you'll want to re-evaluate your will.
Putting Your Trust in Trusts
Save time, money and hassle by steering assets away from the probate process when you die.
Four Facts of Living Trusts
Trusts are a valuable tool, but they may not be for everyone. It pays to know the ins and outs before you put your trust in a trust.
The Lowdown on Funeral Costs
It pays to know what charges to expect when planning a funeral for yourself or a loved one.
Should You Prepay Your Funeral?
Planning your funeral in advance could save your loved ones a lot of hassle. But are prepaid plans a good deal?
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