Kids and Money

3 Critical Considerations For How To Save For Your Child (or Grandchild’s) College Education—Part 1

If you have started to save for your child or grandchild’s college education, it is worth considering whether to use a 529 plan, an education savings account, or an Irrevocable Trust.  Here is what we think you should consider as you decide:  First, consider whether you want your offspring to have broader options than just …

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How To Pass On Family Heirlooms and Keepsakes Without Causing A Family Feud

When creating an estate plan, people are often most concerned with passing on the “big things” like real estate, bank accounts, and vehicles. Yet these possessions very often are not the items that have the most meaning for the loved ones we leave behind. Smaller items, like family heirlooms and keepsakes, which may not have …

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10 Common Estate Planning Mistakes Your Family Can’t Afford to Make—Part 1

Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling disability, many people put it off or simply ignore it together until it’s too late. Sadly, this unwillingness to face reality often creates serious hardship, expense, and trauma for those loved ones you leave behind.  To complicate …

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