"And no matter what, there's not one thing in this world or the next that we can do or hope or guess at or wish or pray that can change it or help it one iota," James Agee wrote in the book A Death in the Family. "The loss of a spouse can upend a family's future,"...
education planning
read more
College Loans Remain on the Estate Planning Radar
The the Supreme Court having struck down the President’s pan to forgive student loan debt, college financing is still a very important part of legacy planning for parents and grandparents.
INvestABLE Enables Financial Independence for the Disabled
New developments in the INvestABLE accounts for special needs individuals makes financial independence even more of a possibility for disabled adults as well as children.
Not Too Young for College? You’re Not Too Young for Estate Planning!
It’s easy to assume that estate planning is for the wealthy and elderly only, but students going awa to college need estate planning documents.

