05 Feb When Should I Revisit My Estate Plan?

The estate planning process is exactly that. It is a “process” and not a one time event. You should periodically review your plan to make sure it is legally up to date and meets all of your wishes. The following is a list of life...

Read More

05 Dec 529 College Savings Plans

One of the ways parents can plan for their child’s education is to open up what is called a “529 Plan” at a local financial institution. This is a specific account used only for a child’s future education. There are two types of 529 Plans:...

Read More