Many questions arise when planning for estate distribution; here are some to help you start the conversation. 

529 plans can help reduce tax liability and pass wealth to future generations, while still allowing you to maintain control of the assets - get the details here. 

Contact us to find out how a 529 plan may fit into your estate plan.

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Many estate plans include a program of making lifetime gifts. So, is it sometimes better to distribute assets this way, rather than bequeath them in a will or trust?

Click HERE to learn more!

For many small business owners, the sale of their company is the foundation of their retirement plan. Learn how the right business succession plan can help you secure your retirement.