An important area for review at this time of year, associated with tax savings, is retirement planning. If one is a farm or ranch owner,
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The TV Show “Empire” Shows Us a Few Things about Money and Planning
Who says you can’t learn valuable lessons about money from the latest primetime drama? The new Fox television series Empire, which boasted more than 14
Where Do I Find a Good Attorney?
When it is time to begin one’s estate planning, working with capable advisers becomes very important. Often, because this is an expertise that a person
College Basketball Coaching Legend Uses Trust to Give to His Former Players
The fact that late North Carolina basketball coach Dean Smith left $200 each to about 180 players he’d coached over the years is all over
Be Prepared Now for the Inevitable
Even for a caregiving expert, with more than 30 years of experience in the field of aging, the death of an older person who has
The Story of Mr. Read
A thrifty lifestyle, solid investing acumen, plenty of patience and the benefits of compounding were at the center of the story of Ronald Read—the quiet
Thinking about Estate Planning or Actually Planning for It?
Chances are you’ve spent plenty of your free time thinking about the money you’ll have available at retirement. But what have you done to plan
Estate Planning after a Divorce
If you’re in the process of getting a divorce, money issues are likely to be a key point of discussion. Whether you’re the spouse of
The Other Benefits of Charitable Giving
Lifetime gifts may carry considerable advantages over charitable bequests. “One interesting aspect of lifetime giving is that you get to see your donation in action,
Mom Liked Me Best!
You have a sizable estate, and you have children who will someday inherit the assets of your estate. You are preparing the necessary documents to
Why Estate Planning Is Important
Do you want to be able to provide for your family after you are gone? If so, you should begin estate planning now so you
Estate Planning Lessons from Your Friends on “Downton Abbey”
This isn’t a joke. The viewers of this high-end PBS costume drama, which takes place about a century ago, could very likely be your clients’