Recycling Excess 529 Plan Funds
There are new opportunities for those left with excess funds in a 529 Plan.
Health Matters
Don’t overlook these important health care documents.
You Might Consider Life Insurance
Life insurance trusts can be an important piece of an estate plan.
Beware of Super Sizing Your Wealth Transfer
As the sunset of the doubled (“bonus”) estate and gift exemption looms on the horizon, “right sizing” your estate planning is a critical piece of your wealth transfer strategy.
Best Laid Plans
Amidst the holiday season, some are realizing that “blending” families is a tall order.
What We Leave Behind
Some interesting thoughts on what it takes to successfully transfer family wealth (hint: it’s not all about the money).