Back in January, President Obama proposed a change to the 529 college savings plan that would end a tax benefit that many parents have come to rely on … [Read more...] about Is a 529 College Savings Plans a Part of Your Estate Plan?
Estate Planning
How to Approach Estate Planning with Family
Sex, politics, and money are three uncomfortable topics that don’t get discussed much around the family dinner table. For the most part, and for most … [Read more...] about How to Approach Estate Planning with Family
Estate Planning A to Z
Estate planning can seem complicated to those who have never gone through the process before. Most people have heard of wills and beneficiaries, but … [Read more...] about Estate Planning A to Z
Estate Planning in a Second Marriage
Estate planning is serious family business with serious future repercussions, regardless if the family is a unit of two married spouses or a … [Read more...] about Estate Planning in a Second Marriage
Money Can’t Buy Happiness: Why the Super-Wealthy Aren’t Leaving Much to Their Kids
If you are part of the baby boomer generation, you might be surprised to hear that you and Bill Gates and Warren Buffett have more in common than you … [Read more...] about Money Can’t Buy Happiness: Why the Super-Wealthy Aren’t Leaving Much to Their Kids
Robin Williams’s Estate Plan Leaves His Kids in Pretty Good Shape
Robin Williams’s recent death shocked and saddened the nation. The beloved actor and comedian, whose movies included Dead Poet’s Society, Jumanji, … [Read more...] about Robin Williams’s Estate Plan Leaves His Kids in Pretty Good Shape