Tag: Gifting

On Watch – March 2014

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

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POSTED IN: Estate Planning, On Watch, Planning


On Watch – November 2011

In this issue:
“Have I Got a Great (Direct) Deal for You!” by D. Fort Flowers, Jr., CFA
“Should You Make Gifts?” by Ross W. Nager, CPA
“What Are The Important Papers?” by Leslie Kiefer Amann, JD

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POSTED IN: Administration, Investments, On Watch, Philanthropy