Blog

Do 529 Plans Fit Into Your Planning?

Michael Kling  |  August 15, 2018

The 529 plan was originally designed as a savings account specifically to pay for qualified higher education expenses, including tuition, books, room, and board. Further expanding 529 plans, the 2017 tax reforms established qualified withdrawals for K-12 school tuition at...

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College Students Need Estate Planning, Too

Michael Kling  |  July 12, 2018

Do you have a recent high school graduate in your family? Congratulations! We would like to help you send your child off to college well prepared. Implementing some basic estate planning can make the college experience safer and more secure. These are a few things your ch...

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Cryptocurrency as Part of Your Estate Plan

Michael Kling  |  June 15, 2018

Have you taken the plunge into cryptocurrency? If you invest in the world of Bitcoin, Ethereum, Ripple, Litecoin, etc., you need to consider investing in some unique estate planning to protect these cutting-edge assets when you pass away. Contrary to the familiar process ...

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Your Estate Plan: Distributing Assets Outside of Probate

Michael Kling  |  May 25, 2018

As advocates of good estate planning, we work hard to make sure our clients understand they have a wide range of choices for reaching their goals. Generally, the goal is to avoid probate—the court process that can be costly and time-consuming. Goals are accomplished by or...

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What to Do Before a Loved One Passes Away

Michael Kling  |  March 14, 2018

One of the most difficult things any of us will ever face is the passing away of a loved one. There is no way around it; death is an emotionally wrenching time. There are several things you and your loved ones can do to make the decisions and process surrounding a death m...

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