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A very popular option for a parent with children is called the “Give It Twice” trust. This is a trust funded when the surviving parent passes away.

Dementia is not only robbing the elderly of their mental capacity, it’s putting financial advisers in a bind.

Few things can unravel a client’s estate plan more than familial strife.

The best way to make long-term-care insurance accessible—and affordable—for more people might be to change what has become gospel in the business: the use of short “elimination periods.”

Research suggests that creating an annual budget instead of a monthly one works best.

Annuities with guaranteed income benefit riders are popular and appear valuable, but let’s run the numbers.

A paper from Columbia Business School suggests advisors take a ‘no news is good news’ approach to client communication.

Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the principal from being rapidly spent by a child. These trusts have a specific name—they are called “spendthrift” trusts.

Misconceptions about Social Security, bonds and paying off your mortgage.

Bequests to charity are the most popular type of planned gift. A donor may retain assets during life and then leave a bequest to a charity.