Planning is important when providing for your children or grandchildren. But planning for their education has special importance and may have special advantages. This article by my friend and colleague Steve Hartnett, an estate planning expert, looks at how 529 plans may have tax advantages when providing for education. Further, the article looks at how such a plan may provide asset protection in bankruptcy, as well.
- Living Trusts and Incapacity Planning - March 31, 2020
- Estate Planning and Charitable Giving — Key Points - March 29, 2020
- Over-Funding Your Retirement Plan: A Potential Estate Planning Problem - March 27, 2020