A great adviser will spend time getting to know you before they give advice or make recommendations.
Saving for your kids or grandkids college education is a common goal for many families. Many folks have heard of the 529 College Savings Plan and the basic tax advantages that these plans provide. Often times these plans can play a larger role in the overall estate plan of a family. Let’s take a look at some of these added benefits that aren’t always apparent when we think about 529 plans
Estate Planning for those you love can dramatically alter the course of your family for generations. A good estate plan is profoundly human in its touch points, reflecting the dynamics and needs of the people you love and the causes you cherish.