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Basics of Estate Planning

A Special Report from Kiplinger

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 reevaluate your will.

+ New Estate Tax Law Can Trap the Unwary

Leave a Letter of Instruction to Your Heirs

Gathering the details about your personal finances now can spare your family a lot of aggravation later.

A To-Do List for the Surviving Spouse

This checklist can help widows and widowers figure out which tasks to address early on, and which ones can wait.

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.

+ Putting Your Trust in Trusts

The Lowdown on Funeral Costs

It pays to know what charges to expect when planning a funeral for yourself or a loved one.

Prepaid Funeral Plans Can Be a R.I.P.-Off

Paying ahead for your funeral might seem ideal, but a prepaid plan can come with unexpected costs.

More from Kiplinger

Will Your Life Insurer Pay Promised Benefits?

Regulators are scrutinizing insurers' payouts to beneficiaries. Prepare now to ensure your heirs will receive their benefits.

Maximize an Inherited IRA

Beneficiaries can lose big tax advantages if they do not take the proper steps after inheriting an IRA.

A Gift to Your Spouse

Prepare a financial plan that will protect your spouse after you die or if you become seriously ill.

Leave an IRA That's Heir-Tight

Follow complex rules and avoid common mistakes when leaving your retirement account to your beneficiaries.

How the Gift Tax Works

Uncle Sam wants to know about your generosity if you give more than a certain amount.

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How to Maximize Social Security Benefits

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