Caring For Generations

education planning

College Loans Remain on the Estate Planning Radar

by risraelov | Aug 9, 2023 | college planning, education planning, estate and tax planning, Estate Planning, Uncategorized

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

On Behalf of Rebecca W. Geyer & Associates P.C. | Nov 17, 2021 | Disabled, education planning, special needs children, Special Needs Planning, special needs trust

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.