The Last Will and Testament is a key Estate Planning document. A Will allows you to control your property at your death. We often refer to it as the “clean up” document because it tells who you want to receive your assets and how you want them to receive it.
June 6th is Higher Education Day! As a parent and/or grandparent there is great satisfaction in helping your child or grandchild pay for college. How you pay for it is important. What are the options? Let’s review some of them!
A 529 plan is a “qualified tuition plan.” They can be in the name of the student, parent, or grandparent. We have all heard the praises of 529 plans (including that they grow income tax free).
Read “Money Secrets”
The information provided in this site is for informational purposes only. The information you obtain is not legal advice & is not intended to be legal advice. The receipt of this information does not establish attorney-client privilege. Proper legal advice can only be given upon consideration & evaluation of all the relevant facts and laws. Therefore, you should contact an attorney for advice regarding your specific situation.