In this issue:
- “529 Plans: Optimal for Many, but Is It Right for You?” by Andrew B. Smith, JD
- “Contributing Instead of Selling Property” by Lissa Gangjee, JD, CFP®
- “Family Wealth Transition Plan” by Ross. W. Nager, CPA
POSTED IN: Estate Planning, On Watch, Planning
TAGGED: 529 Plan, Family Governance, Gifting