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.

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?

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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.