If you’ve 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, we discussed 529 plans and education savings accounts, which are both popular
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If you’ve 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
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You might think only the super wealthy need to worry about asset protection planning, but if you don’t have millions, you may be at even greater risk. For example, if you are a multi-millionaire, a $50,000 judgment against you might not be
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If you dream of one day leaving your company to your family, but you haven’t properly included your business in your estate plan, that dream could become a nightmare for your heirs—and your partners, team members, and clients. Properly planning what would happen
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With divorce occurring in roughly 50% of all marriages in the U.S. and life expectancy increasing every day, second—and even third—marriages are becoming quite common. And when people get remarried in mid-life and beyond, they often bring children from prior marriages into
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As we are about to wrap up another Pride Month, the LGBTQ+ community faces an increasingly uncertain legal landscape. In the wake of the Supreme Court overturning Roe v. Wade, ending the recognition of a constitutional right to abortion, many are worried that
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These days, more and more young people are delaying—if not totally foregoing—a life that involves marriage and parenting. The lack of well-paying jobs, crushing student debt, multiple recessions, and the pandemic have pushed many young people into a life path that leaves
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When creating an estate plan, people are often most concerned with passing on the “big things” like real estate, bank accounts, and vehicles. Yet these possessions very often aren’t the items that have the most meaning for the loved ones we leave
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Because estate planning involves actively thinking about and planning for uncomfortable topics like death, old age, and disability, many people put it off or simply ignore it all together until it’s too late. Sadly, this unwillingness to face reality often creates serious
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Estate planning involves giving serious thought to scary topics including death, old age, and disability. So it’s no surprise people put it off or simply ignore it all together until it’s too late. Sadly, this unwillingness to face reality often creates serious
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