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Betsy Fisher and her two brothers inherited their parents’ vacation cottage on Michigan’s Big Glen Lake 12 years ago after their father died. They love

A recent headline in the New York Daily News, pertaining to the death of film director, Mike Nichols, highlighted the misinformation and confusion regarding how

Deciding who gets Grandma’s pie plate or Dad’s collection of fishing gear might seem minor and easy as family decisions go. In reality, decisions about

When you mention “gifting” what usually comes to mind is a birthday or Christmas. What I’d like to talk about today is gifting assets to

In survey after survey, Americans have not scored well on retirement literacy tests. But a new survey of Americans ages 60 to 75 says 80

Most people struggle to plan their financial futures beyond the next decade, while those with money and foresight are likely to think well in advance

The holidays are upon us. It’s also a good time to get started with some Old Year end and New Year beginning planning activities, especially

Today’s families are a lot different than Ward and June Cleaver. There are more families today with non-traditional situations than ever before. It is very

When you’re over 50 and facing divorce from a long-term marriage, coming to a settlement agreement that will safeguard a comfortable financial future is complicated.

During this festive time of year, dwelling on estate planning may seem like a bit of a downer. Yet the end of the year is

Every year end provides an opportunity to look back and then plan for next year. With the end of 2014 rapidly approaching, that opportunity would

Longevity has a way of upending estate planning. When New York City philanthropist Brooke Astor died in 2007 at age 105 with a $100 million