3 Critical Considerations for How to Save for Your Child’s (or Grandchild’s) College Education – Part 2

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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4 Essential Strategies for Protecting Your Family’s Assets

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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What Happens to Your Business When You Get Sick or Die? 4 Fundamentals to Know

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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