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How to Use a 529 Plan to Pay for the Education of Your Child

How to Use a 529 Plan to Pay for the Education of Your Child

With higher education becoming more expensive every year, families are seeking ways to save. One option is a 529 plan. These investment plans allow families to put money away for a child’s future education expenses and gain tax benefits. While…

Talking to Your Children About Inheritance

Talking to Your Children About Inheritance

It costs a lot to miss out on discussing your adult children’s inheritance with them. Managing their expectations as they make their financial plans and knowing their general inheritance situation will help them make better decisions. These are practical matters…

Estate Planning for Young Families

Estate Planning for Young Families

Having an estate plan is critical for everyone, but especially for families with minor children if a medical emergency results in incapacitation or death. While it’s difficult to think about what happens to your children if you die, ensuring enough…

Taking Good Care of Your Pets Through Pet Trusts

Taking Good Care of Your Pets Through Pet Trusts

Pets are one of the greatest joys and comforts in a person’s life, and they are likely considered to be important members of the family. Since you love them, you give them the best life you can. But what if…

Expediting the Disability Claim Process

Expediting the Disability Claim Process

It can take many months for your Social Security Disability Insurance (SSDI) or Supplemental Security Income (SSI) application to be approved or denied; first-time applicants are often denied benefits. Wait times for the Social Security Administration’s initial decisions regarding disability…

How Does End-of-Life Planning Work?

How Does End-of-Life Planning Work?

Planning for our end-of-life is a difficult topic. Most of us don’t like to think about or discuss it. Without planning, we will have fewer options, and things may not go as well as we would like. You may wish…

An Overview of Health Care Directives

An Overview of Health Care Directives

It is common for people to communicate their wants and needs, but some people lose this ability as they age, become injured, or become ill. When this happens, they need someone they trust to advocate for them. You can prepare…

Strategies for Wealth Transfer

Strategies for Wealth Transfer

Assets or wealth are transferred from one person or entity to another via wealth transfer. The transfer can happen either during your lifetime or after your death. Wealth transfer strategies use various methods to create the most tax-efficient and effective…

Estate Planning Components

Estate Planning Components

Assuring your loved ones are taken care of after you pass away is one of the purposes of an estate plan. It requires organization and strategy and begins with five key legal documents that can address many areas of estate…

Making End-of-Life Plans is a Gift to Your Family

Making End-of-Life Plans is a Gift to Your Family

In most cases, people don’t want to think about their own death, so they avoid the subject. However, since they don’t want to discuss it, they don’t make plans for what they want to happen after they die. More than…

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