Finance & Banking Wills, Trusts, & Estate Planning Education

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529 Plans–Not Always The Best Alternative

Section 529 plans offer many advantages in regard to funding education....more

Has Your Estate Plan Aged as Gracefully as You?

If more than a few years have passed since you created your will or trust, changes in circumstances might dictate a change in plan...more

Don’t Leave Your Loved Ones Paying For Your Education

There may be nothing further from a young and healthy new graduate’s mind than premature death. However, in the event the unthinkable happens, there is a very real risk that loved ones may be responsible to repay outstanding...more

Planning For College - 529 Accounts

If you have a child (or a grandchild) who is going to attend college in the future, you have probably heard about qualified tuition programs, also known as 529 plans (for the Internal Revenue Code section that provides for...more

Section 529 Plans - Qualified Tuition Program: COLLEGE SAVINGS PLANS THAT THE IRS EMBRACES

As higher education costs continue to escalate, parents or grandparents may look to different savings vehicles for their children’s college fund. The IRS, under section 529, provides parents with the opportunity for a higher...more

The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010

Last-Minute Year-End Tax Planning Possible with the Passage of the Long-Anticipated Legislation On December 17, 2010, President Obama signed into law the greatly contested and debated Tax Relief, Unemployment Insurance...more

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