Estate planning

Certain trusts could have saved heirs $100 million or more — and ensured the musician’s money went to the people and causes he chose. Here are just a few of the tools he could have used.

If a client becomes incapacitated, who will give the financial planner directions?

Tired of circling back and touching base? View from 30,00 feet make you nauseous? Avoid these and other old terms in your practice.

Examining these issues may take the guesswork out of a client's estate plan.

It has ramifications for generations, but few investors may be prepared to confront it.

These state planning strategies may inspire, motivate and educate beneficiaries to become the people their benefactors hope they’ll be.

There are various ways to buy a call option on the S&P 500, and each has its own taxation structure.

Revocable trusts have been used mainly to avoid probate, but they also can help with a variety of unwelcome contingencies.

There are 3 keys to entering the held-away kingdom, says Quovo’s Niko Karvounis.

Though it can be hard to give a up a home, there are significant tax advantages for the ultra-wealthy to move before — or even after — the challenges of old age set in.