Learn why estate planning is important with insights shared by a diverse mix of financial advisors experienced in helping their clients in this complicated area of planning. “In this world, nothing is certain except death and taxes.” These famous words attributed to Benjamin Franklin over 200 years ago still ring true today. Minimizing the amount […]
529 plans have many benefits, including some that are overlooked by most people. Here are 10 profitable ways to use 529 plans. When my youngest daughter was in college, we used a 529 plan to help gain tax advantages from costs we’d incur anyway. As a recently minted grandfather, I’m taking another close look at […]
To ensure your wishes and goals are met at the end of your life, estate planning is vital. Though it can be an uncomfortable and tedious process, communicating your desires and creating a plan can give you the confidence to confirm that your estate will be taken care of according to your wishes. Estate planning […]
An Accredited Estate Planner (AEP) is an estate planning professional recognized by the National Association of Estate Planners & Councils (NAEPC). An AEP commits to estate planning in their career and collaborates with other professionals to provide their clients with comprehensive estate planning services. This article will define the AEP designation, situations when you should […]