When planning for the future, one must keep in mind the damaging effects of inflation. Inflation refers to the increase in the rise of prices
Most of us associate 529 accounts as college savings vehicles. They’re flexible, allowing you to transfer assets to anyone, including yourself, for the express purpose of furthering the education of your beneficiary. However, did you know that a 529 can also be a powerful estate planning tool?
Relying on Medicare to pay the costs of long-term care is a costly mistake.
Today, estate planning can encompass more than addressing your potential tax exposure. It frequently requires protection of a “fragile beneficiary,” who can include family members with disabilities, individuals struggling with addiction, spendthrifts and even minors. There are planning options available to do so.
We wish you and your family a joyous and safe holiday and happy new year! May the good cheer last throughout the year!!