What are 529 plans? Can they be held in trusts? Read this blog by my friend and colleague Steve Hartnett, an estate planning expert, to learn more about these plans and why to consider them.
- Understanding the Importance of the Simultaneous Death Act - September 25, 2023
- IRS Confirms Grantor Trust Status Alone Does Not Cause a Step-Up in Basis - September 23, 2023
- National Make-a-Will Month - September 21, 2023