estate planning for families

estate planning for families

Everything You Need To Know About 529 Plans

Everything You Need To Know About 529 Plans

Who Can Benefit From 529 Plans and How To Decide If They’re Right For You
A 529 Plan is an education savings plan designed to help families set aside funds for future college costs. These tax-advantaged savings plans have big benefits for families planning for their children’s futures,  yet most Americans …

Estate Planning for Your Pets

Estate Planning for Your Pets

How to account for your furry friends with estate planning
The vast majority of Americans consider their pets to be a member of their family. In fact, according to a Harris Poll, 62% of Americans own a pet, and ownership was highest among Generation X (71%) followed by Millennials (65%).
What would …

How to Responsibly Distribute Assets to Heirs

How to Responsibly Distribute Assets to Heirs

Tools for Protecting Your Heirs From Blowing Their Inheritance
A common concern when estate planning is making sure that your heirs are equipped to manage any assets that come their way. So how can you be sure that if you die before your children, minor or not, they won’t blow through …

Estate Planning for Special Needs

Caring for a child or loved one with special needs means taking extra precautions when it comes to estate planning. Not only is this person likely dependent on you in some capacity from a physical and financial standpoint, but may require additional support even after you are no longer around …

Estate Planning for Families

Estate Planning for Families

How to approach estate planning for families
Many young families delay estate planning, under the false sense of security that age will protect them from untimely and unintentional tragedy. Despite how reduced the odds are that something could happen to you or your spouse, the reality is that accidents do happen, …