This article focuses on how to plan using 529 Plans. This fourth article in the series gives many insightful tip. 529 Plans: Planning for Education with a Tax and Asset Protection Bonus by Steve Hartnett <img class=" wp-image-15521 alignleft" src="https://www.aaepa.com/wp-content/uploads/2019/08/Education-300x300.jpg" alt="" width="184" height="184" />This is the fourth in a series focusing on planning for children. The first article was focused on the importance of … [Read more...] about 529 Planning
Planning for Education Expenses
In this third of four articles, we take a look at planning for those educational expenses. The cost of education is continually on the rise. How can you help your children or grandchildren? Planning for Education Expenses by Steve Hartnett <img class="wp-image-15521 alignleft" src="https://www.aaepa.com/wp-content/uploads/2019/08/Education-300x300.jpg" alt="" width="147" height="147" />This is the third in a series focusing on planning for children. The first article … [Read more...] about Planning for Education Expenses
Planning for Special Needs Children
Planning for a child who has a disability or special needs can be difficult. This article sheds some light on this tough subject. Planning for Special Needs Children by Steve Hartnett <img class="wp-image-15503 alignleft" src="https://www.aaepa.com/wp-content/uploads/2019/07/Special-Needs-2-300x300.jpg" alt="" width="169" height="169" />This is the second in a series focusing on planning for children. The first article was focused on the importance of planning if you … [Read more...] about Planning for Special Needs Children
Planning for Step-Children
If your spouse has biological children, you may consider them your own. But, if you haven’t adopted them, they have no inheritance rights. This article looks at how to plan for step-children. Planning for Step-Children by Steve Hartnett <img class="wp-image-15483 alignleft" src="https://www.aaepa.com/wp-content/uploads/2019/07/Step-Children.jpg" alt="" width="145" height="145" />This is the first in a series focusing on planning for children. This first … [Read more...] about Planning for Step-Children
Many Reasons for Estate Planning
Everyone Will Die Whether or not we plan to do so, each of us will face death eventually. However, by planning, we can make our passing easier and better in many ways for those we leave behind. This is the first of a series on the ways we can ease the transition through planning. This first article focuses on privacy. The next article will focus on how you leave assets to your loved ones. Let’s look at two people who die in the same car accident. It’s a tragedy for both of them and their … [Read more...] about Many Reasons for Estate Planning
