Do I Need a 529 Education Savings Plan?
“Most of us associate 529 accounts as college savings vehicles. They’re flexible, allowing you to transfer assets to anyone, including yourself, for the express purpose of furthering the education of your beneficiary. However, did you know that a 529 can also be a powerful estate planning tool?”
What Your Need to Know about 529 College Savings Plans
“Only about 35% of Americans have heard of 529 plans, according to the College Savings Plans Network. Of those, a mere one in four connect the plans with higher education savings.”
What are Biggest Blunders Folks make after 50?
“Reaching age 50 is a milestone that most of us celebrate. Still, after you’ve blown out the candles and bid farewell to your guests, you may have a headache from too much champagne, but otherwise feel the same as before.”
What Do I Need to Know about Gift-Giving with the Biden Administration?
“Gifting sounds pretty simple, but there are many ways to do it, and several tax ramifications to be aware of as well.”
Incorporating Gifting with an Estate Plan
“Gifting sounds pretty simple, but there are many ways to do it. There are also several tax ramifications to be aware of.”
Mistakes New Parents Make with Money
“September is the most common birth month of the year. It’s also a good time for new parents to think about the financial side of their parental responsibilities.”
