NJ.com: How can I choose the best 529 plan for my grandkids?
Considering a 529 plan for your grandkids but not sure how to get started? In this Q&A article Michael D. Gibney, CFP®, AIF® helps to dissect this question and shares resources and considerations in determining how to make the right selection for you and your situation. Article by Karin Price Mueller for NJ.com.
Fights Over Estates Can Tear Families Apart
According to Cerulli Asssociates, over the next quarter century, roughly 45 million U.S. households will collectively bequeath $68.4 trillion to their heirs.
Documents: Store or Shred?
Technology is increasingly important in helping to organize our lives. But some things are still done by pen and paper.
Inflation is Back: Any TIPS to Fight It?
We all know the years 2020 and 2021 have been a period for the record books. May you live in interesting times, as the saying goes.
Year-End Tax Reduction Strategies for Business Owners
As we’re almost at the end of the year, the time is ripe for business owners to make moves to reduce their tax liabilities for 2021. Here we touch on some of the strategies we recommend to our clients. While none of these should come as a surprise, we feel it never hurts to mention them.
Decanting a Trust
Irrevocable trusts are very difficult to modify even if the changes are in the beneficiary’s best interest. So what happens if things change and you need to amend it?
From Our Perspective
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