This is the fourth in a series focusing on planning for children. The first article was focused on the importance of planning if you have step-children. The second article focused on the importance of planning if you have “special needs” children. The third article focused on planning for education expenses in general. This fourth article focuses on planning with 529 plans. A 529 plan, otherwise known as a qualified tuition plan, is a tax-sheltered way of saving for education expenses. 529 … [Read more...] about 529 Plans: Planning for Education with a Tax and Asset Protection Bonus
Education
Planning for Education Expenses
This is the third in a series focusing on planning for children. The first article was focused on the importance of planning if you have step-children. The second article focused on the importance of planning if you have “special needs” children. This third article focuses on planning for education expenses. You want the most for your child. Above all you want to make sure they get a good start in life. That includes getting the education and training they need for a good foundation and a … [Read more...] about Planning for Education Expenses
Gifting
I recently returned to San Diego after the Academy’s Spring Summit event in Houston and the Spring meeting of the Carter Center’s national Planned Giving Advisory Board in Atlanta. While I was travelling, I had time to consider what clients care about most. First, clients are often looking for the best way to gift to their children or grandchildren. I’ll discuss this in this week’s blog. Next week, I’ll look at how clients can choose to leave a legacy. Clients give to their children and … [Read more...] about Gifting
Committed to a Lifetime of Learning
We have just concluded the bulk of the Academy’s 2013 Fall Summit here in San Diego and what an event it has been! It seems hard to believe that just five days ago we descended upon the Coronado Marriott Resort and Spa on Coronado Island with the myriad of materials it takes to successfully put on one of our bi-annual events and welcomed all of our Members, guests, sponsors and speakers to the continuation of our 20th anniversary celebration. However, what stands out in my mind the most from … [Read more...] about Committed to a Lifetime of Learning
