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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 …

What Would Your Kids Do If Something Happened to You?

As parents, we would literally do anything for our kids. From making sure they have swim lessons to starting a fund for their college education, and most of all, we love them unconditionally.
I have a little girl on the way, but I see it in my friends and family members …

Who's Who in a Will

Who’s Who in a Will

Everything you need to know about the key players in a will
During the estate planning process, the owner of the will must name multiple parties to take on different roles in order to properly execute the estate. Before diving into estate planning, familiarize yourself with all of the relevant parties …