Frequently clients inquire about the best ways to either make gifts to grandchildren during their lifetime or leave a small gift to their grandchildren at their death. One way to accomplish that gift is to leave money to a 529 Account, named for the Internal Revenue...
Month: September 2016
How Often Should I Review My Estate Plan?
I am asked this important question several times each week. There is no right answer to the question. Consider the following guidelines to determine when and how often your estate plan should be reviewed. At a minimum, I recommend you review the basic terms of your...
Do I Have To Tell My Family About My Estate Plan?
No. The short answer is that you do not have to tell your family (or your friends, your priest, your best friend or anyone else) what provisions you made in your estate planning documents. Your estate planning documents are private, and you can decide to keep them...