The California’s 529 college savings plan and estate planning
A 529 plan is a tax-advantaged investment vehicle designed to encourage saving for the future higher education expenses of a designated beneficiary. The name comes
A 529 plan is a tax-advantaged investment vehicle designed to encourage saving for the future higher education expenses of a designated beneficiary. The name comes
I sometimes hear “I don’t think I need estate planning; I don’t have an estate”. It is true that smaller estates can avoid probate without
Forces that shape estate planning over the next 20 years – and a call to action By K. Gottlieb, Esq. published in the July-August 2022
This is the short title of a video contributed by attorney R. Hugh Magill, EVP at Northern Trust. The full title of the presentation is:
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