SPECIAL REPORT: Your Estate Planning Masterclass

Estate planning mistakes you want to avoid at all costs. Created for {EMAIL} | [Web Version]( March 15, 2024 CONNECT WITH KIPLINGER  [LinkedIn]( [Facebook]( [X]( [Youtube]( [Instagram]( Kiplinger Today [SIGN UP]( ⋅ [SHARE]( [] Top Story [] [You Should Know These 10 Estate Planning Things]( [You Should Know These 10 Estate Planning Things]( (Getty Images) Nobody wants to think about death, but people should have their documents in order for when they pass. If you’re just starting to think about the estate planning process now, [here’s what you need to know](. [] Your Estate [] [Big Estate Planning Mistakes and How to Avoid Them]( [Big Estate Planning Mistakes and How to Avoid Them]( (Getty Images) Writing your will can be a difficult process, but making mistakes with it can be costly. Planning errors can lead to family feuds, money losses, lots of paperwork, and more, writes attorney Allison Lee. Learn [how to avoid the most common mistakes]( in estate planning now. [The Minimum Investment for a Financial Advisor]( How much money should you have before hiring a financial advisor? Find out the level of liquid assets at which an advisor's benefits potentially outweigh the costs. [LEARN MORE]( ADVERTISEMENT [] In Case You Missed It [] [How to Prepare for Upcoming Estate Tax Law Changes]( [How to Prepare for Upcoming Estate Tax Law Changes]( (Getty Images) High-net-worth families have time to take advantage of higher estate and gift tax exemptions before they're significantly reduced if provisions of the Tax Cuts and Job Act are allowed to sunset. Estate attorney Tracy Craig and wealth planning strategist Emily Parker Beekman [share the details](. [] Successful Estate Planning [] [10 Good Reasons to Revisit Your Will]( [10 Good Reasons to Revisit Your Will]( (Getty Images) Financial planner Stefan Greenberg explains that life changes all the time, which means your will may have to as well. Whether it’s personal, like your child is getting married, or just business, like revisions in estate tax law, there are several reasons why you would need to give your will a second look. [Here’s when to do it](. [] The Great Wealth Transfer [] [How Estate Planning Can Thwart the ‘Third-Generation Curse’]( Financial adviser Nicole Jackson-Leslie explains how thorough communication with heirs about values and various elements of your estate plan could help younger generations better manage their inherited wealth. [Learn More Here]( [Vanguard vs. Fidelity vs. Schwab]( Who are you partnered with? See how these popular brokerage firms stack up when it comes to fees, resources, and specific services, so you can decide on the right fit for you. [LEARN MORE]( ADVERTISEMENT [] Successful Retirement Planning [] [Five Ways to Embrace Inclusion in Your Estate Planning]( Your will doesn’t have to just be about leaving money for your family. It can also be an opportunity to make an impact on your community and leave behind a meaningful legacy. If you want to commit to principles of inclusion, diversity, and equality in that legacy, you can do so in your estate plan. [Read More]( ABOUT KIPLINGER When we write about money, we get it right. So the decisions you make with your dollars are also right. Kiplinger is a trusted provider of unbiased financial advice, objective business and economic forecasts, and practical help to millions of business professionals, investors, and individuals seeking to make more profitable decisions with their money. Our [flagship publications]( include [Kiplinger Personal Finance]( magazine, [The Kiplinger Letter]( [The Kiplinger Tax Letter]( [Kiplinger Retirement Report]( and [Kiplinger Investing for Income.]( All are regarded as the leading publications in their respective fields. Every day, millions of readers rely on our [free e-newsletters]( for help on everything from getting the best rate on a mortgage or car loan, to managing their businesses in an uncertain world, avoiding an IRS audit, building wealth for a secure retirement, or investing wisely in any kind of market. Now it’s your turn to reap all the rewards Kiplinger has to offer. Visit [Kiplinger.com](, your gateway to all of the above and much more. Check in any time for our latest advice on how to make more money, and keep more of the money you make. Stay right on the money, with Kiplinger. [Kiplinger]( [Sign Up]( | [Print Publications]( | [Unsubscribe]( [Privacy Policy]( | [Cookies Policy]( | [Terms and Conditions]( CONTACT US: [FEEDBACK](mailto:kiplingertoday@smartbrief.com) | [ADVERTISE]( [Future]( Future US LLC © Full 7th Floor, 130 West 42nd Street, New York, NY, 10036