Continuing education is a tradition that many families are proud to pass onto each successive generation. For grandparents who want to leave a legacy to their grandchildren, the gift of a 529 college savings plan is an option. A 529 plan account can not only help a grandchild with educational expenses, it can also help grandparents […]
One common storyline in Hollywood movies is the rich father disinheriting the family outcast. The story usually traces a child’s attempts to win their family back. But can fiction imitate reality? Can you actually disinherit a child? In most circumstances, the answer is yes you can disinherit a child in most states. However, you must […]
It is common knowledge that everyone needs to have an estate plan in place. Usually, the focus is on assets, taxes, and any changes to legislation that may affect the security of your loved ones in the event of your incapacity or death. What many often forget, however, is that changes in family dynamics and […]
The holiday season is a time to enjoy friends, family, and loved ones. Often, when we consider our life circumstances, we may get in the spirit of giving. This is particularly true if you are at a point in your life where you have enough from a financial standpoint. If you are planning on giving […]
