Newly Adult Children For children first entering into adulthood, the biggest change can often be taking charge of what is legally now their responsibi...
The annual report from the Giving USA Foundation, produced in partnership with the Indiana University Lilly Family School of Philanthropy, allows for...
With careful hands, many parents set out to raise their children and their children’s Uniform Transfers to Minors Act (UTMA) custodial accounts well...
Turning 18 can mark the beginning of a big shift in your relationship with your newly-adult child. They have more ability to make decisions on their o...
How can you keep your family thriving both financially and personally over many generations? It can certainly be through structures such as trusts, bu...
Education is a top priority for many of our clients, including ones who are grandparents and see education as the ultimate gift to the younger generat...
I call it “Plan C” because it’s outside the “if not this, then that” type of planning. Plan C is for what the investment world calls a “fa...
“A long-ago client of mine had a cousin who got a large inheritance at age 21; it was gone in a few years, spent on rare tropical fish. His moth...
With tuition and fees at private colleges now approaching $100,000 a year, tax-advantaged 529 Savings Plans for education can make sense even for f...
