An Educated Investment: Estate Planning Benefits of a 529 Plan
With education costs climbing every year, it’s hard to imagine a better gift for a young student than a solid education fund. Fortunately for the giver, establishing a 529 education savings account can be just as beneficial for the account owner as its beneficiary.
Smart Giving: How charitable gifts can enrich your community and your financial plan
There is more to good financial planning than simply providing for you and your loved ones. An attentive financial advisor will not only protect your assets, but also help you establish a legacy of giving. Incorporating strategic charitable giving into your financial plan can positively impact your community while efficiently managing your estate.
Five Reasons to Update Your Estate Plan Before the New Year
As the New Year approaches, many people will find themselves contemplating the successes and challenges of the past year. However, many people will fail to consider one important detail – how the past year’s events might have impacted their estate plan.