Changes to the FAFSA Form and What It Means for Grandparents
For grandparents who want to leave a legacy to their grandchildren, the gift of a 529 college savings plan is an option. Not only can opening a 529 plan account ...
Saving for College: What If There Is Money Left Over?
Setting money aside for your children’s or grandchildren’s education is a great way to provide for their future. However, it is possible that not all of the money you have ...
Education Funding Flexibility in Light of COVID-19
When it comes to returning to school in the fall, the details may still be unknown. Will students be attending classes in person, or will classes continue to be online? ...
Choosing a Gift to Give to a Charity
If you are considering making a donation to a public charity, you are not limited to donating cash. Depending upon your financial situation, giving objectives, and the needs of the ...
Special Estate Planning Considerations for Art and Other Collections
Many people have collections about which they are quite passionate: The collections may be very valuable, for example, art collections, coins, stamps, or designer handbags, or they may have more ...
Strategies for Your Charitable Planning
There are many reasons why you may want to give to a charity: You may give because you believe strongly in a cause or organization, but it can also reduce ...
Can a Non-U.S. Citizen Create an Estate Plan in the U.S.?
The United States has experienced a surge in immigration since 1970, and there are now approximately 45 million foreign-born people living in the United States. Some of them have become ...
Which Distribution Method Is Best? Showing Your Children the Love
If you are a parent, you probably love to do good things for your children—and leaving them an inheritance is one of the most tangible ways you can show your ...
Can I Refuse an Inheritance?
Why would anyone want to refuse an inheritance? Although it is surprising to many, there are several circumstances when declining an inheritance can be beneficial. The law does permit you ...
How to Successfully Make a “Large” Gift to Your Children or Grandchildren
What constitutes a “large” gift can be relative. If you are considering giving cash or property to someone, a little bit of planning can help avoid negative consequences. This is ...