Tuesday, February 7, 2023


college savings 529 plan

Saving for Your Child’s Education With a Section 529 Plan

Q. It's time for us to begin saving for our child's education. We've heard a great deal about Section 529 plans. What are the advantages? A. The advantages can be significant. Section 529 plans include both...
college 529 savings

Estate Planning with 529 College Savings Accounts

Saving for college is one of the most daunting financial tasks a family can face, taking as much commitment and careful planning as arranging your estate. But there's a powerful tool that lets you both put...
stepchildren and inheritance

Stepchildren, Adopted Children and Natural Children: Who Inherits?

With the different variations of families in today's modern world, complications can arise as to who has the legal right to inherit assets. In some cases, an adult child will come to a lawyer's office...