We are often asked by our clients whether or not it makes sense for them to make contributions to 529 plans for their children and grandchildren. We have always been a big proponent of 529 plans. However, as part of such discussions, clients also ask which states have the best 529 plan managers. Morningstar, the
When creating an estate plan, you have a wide variety of trust options to choose from to address your asset and family situations and your planning goals. While the trust or trusts within your estate plan will be unique to you and your needs, one critical question will remain the same regardless of the plan
A common will or trust alternative for an aged parent is “why don’t I just put my assets into my kid’s name.” After all, I want to “avoid probate” and I want to “make sure my children can access my assets in case I get sick.” Lots of older clients adopt this plan. However, just
We are often asked by our clients whether or not it makes sense for them to make contributions to 529 plans for their children and grandchildren. We have always been a big proponent of 529 plans. However, as part of such discussions, clients also ask which states have the best 529 plan managers. Morningstar, the
When creating an estate plan, you have a wide variety of trust options to choose from to address your asset and family situations and your planning goals. While the trust or trusts within your estate plan will be unique to you and your needs, one critical question will remain the same regardless of the plan
A common will or trust alternative for an aged parent is “why don’t I just put my assets into my kid’s name.” After all, I want to “avoid probate” and I want to “make sure my children can access my assets in case I get sick.” Lots of older clients adopt this plan. However, just
