Ask the Experts: Can I open a 529 account for my future grandchild?

Yes, you can open a 529 account before the birth of a grandchild, but you have to do it in a roundabout way.

First, you need to …

Ask the Experts: Does it make sense to consider a 529 plan if my child is only a few years away from college?

It might, because there are several advantages to funding a 529 account no matter what your child’s …

Qualified Personal Residence Trust (QPRT)

If you own a home and expect to have a large taxable estate, you may want to consider this popular estate planning tool that can minimize federal gift tax and eliminate federal estate tax.

What …

Health Savings Accounts: Questions and Answers

If you’re concerned about the high cost of health insurance, you may be interested in learning more about health savings accounts (HSAs). An HSA is a tax-advantaged savings account that’s paired with a high-deductible …

Plan for Business Ownership Transitions with a Buy-Sell Agreement

If you’re a co-owner in a business partnership, closely held corporation, LLC, or other joint venture, consider what would happen if you or one of your co-owners suddenly left the business, …