A 529 college savings plan is the ideal way to help fund your child’s future college expenses AND a valuable estate planning tool. A 529 college savings plan provides an opportunity to help transfer some of your wealth as part of the overall estate plan.
529 College Savings Plan Rules
All 50 states allow the use of a 529 college savings plan. Also referred to as qualified tuition programs, these investment opportunities offer parents numerous tax benefits and are overseen by the state’s treasury department. Continue Reading →