by Shannon | Aug 15, 2022 | Trusts, Young Children
If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an education savings account, or an irrevocable trust. Last week, in part one of this series, we discussed 529 plans and education savings...
by Shannon | Aug 8, 2022 | Cost, Trusts, Young Children, Young Families
If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an education savings account, or an Irrevocable Trust. Here’s what we think you should consider as you decide: First, consider whether you...
by Shannon | Aug 1, 2022 | Estate Planning Mistakes, Taxes, Trusts, Young Families
You might think that only the super wealthy need to worry about asset protection planning. But the truth is that if you don’t have millions, you may be at even greater risk. For instance, if you are a multi-millionaire, a $50,000 judgment against you might not be that...
by Shannon | Jul 25, 2022 | Cost, DIY Planning, Estate Planning Mistakes, Taxes, Trusts, Young Families
Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly prepared for death—whether our own death or the death of a loved one. Yet the pandemic might be changing this. According to Census...
by Shannon | Jul 18, 2022 | Cost, DIY Planning, Estate Planning Mistakes, Healthcare, Trusts
Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly prepared for death—whether our own death or the death of a loved one. Yet the pandemic might be changing this. According to Census...
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