Estate planning

You might consider a custodial account for flexibility — or a custodial 529 or Coverdell for education.

Someday you'll have to turn over the reins to someone else. Plan for it.

Taking steps to safeguard your financial future can bring great comfort in moments of grief.

A prominent actor or musician dying without a will? Beware of their example.

There are many financial opportunities – and potential pitfalls – for gay and lesbian couples.

Beyond administration, they can help keep your investment philosophy on track.

Retirement is a journey that should start early with steady navigation. Have a road map.

To retain control of your options as you get older, make plans and formalize key documents ahead of time.

You want to be able to transfer your assets to the next generation with as little red tape as possible.

Some tax and property advantages for married couples don’t apply if one is a non-U.S. citizen.

In addition to protection, life insurance can offset challenges that arise in passing on an inheritance.

Estate planning tools can help provide for a person with a disability after their caregiver is gone.

It's life insurance which covers two policyowners and pays-off at the second death.

Life insurance can offer a solution to some of the challenges of transferring a farm.

Settling an estate is a difficult job that takes patience and organization.

An estate plan can protect your assets, provided you avoid costly mistakes in your trust, ownership and more.

From helping a child to shielding assets, trusts can sometimes come in handy.

Setting up a revocable or irrevocable trust is an essential part of any wealth management strategy.

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