Estate planning

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.

Advisors can help clients and their survivors by helping plan out funeral services.

Planners should know about swap powers to help clients realize their tax and asset-protection benefits.

Gifting has long been a favorite strategy in estate planning to reduce taxes, but tax changes in recent years means it might be time to reconsider when it's best to use it.

Many retirees fail to boost savings after their last child leaves the house, and instead go on a spending spree that can last for years; Plus, how to make volatility work for you.