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
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A Trust That Keeps on Giving and Giving
Nearly four decades after his death, Detroit businessman Dick E. Morand is giving to the causes close to his heart. Leave A Legacy, Southeast Michigan,
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
Just How Long Can My Trust Last?
Legislation allowing Mississippians to place their assets in a trust for up to 360 years passed the state House and is now pending before Gov.
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'
NO NEW TAXES! But Now What?
Accountants and financial advisors may be breathing a sigh of relief that there were no major new tax-law changes this year, but that doesn't mean
What’s Your Financial New Year’s Resolution? / York, PA
Having enough resources to stop working at some point is on most people's 2015 financial planning agenda. Still, most Americans have not taken the time
Award Winning Director May Have Used Trust to Keep Estate Secret
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
‘Tis the Season to Think about Gifting / York, PA
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
Check Your Estate Planning List Twice, Just Like Santa / York, PA
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
Need I Be Spoiled to Have a Trust? / York, PA
Mention a trust, and the first thing most people think of is a spoiled kid living off an inherited fortune without having worked a single