By definition, estate planning is a process designed to help manage and preserve assets while you’re alive, and to conserve and control their distribution after death in accordance with your goals
Read moreShould You Consider a Trust?
Saving for Retirement and a Child's Education at the Same Time
You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child's
Read moreEveryone Needs a Plan: Get Organized with SVA’s Estate Planning Worksheet
By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to
Read moreHow Much Money Should a Family Borrow for College?
There is no magic formula to determine how much you or your child should borrow for college. But there is such a thing as borrowing too much.
Read moreRules on Opening a 529 Plan Account for College
Year over year, participation in 529 plans continues to rise.1 Anyone can open an account, lifetime contribution limits are typically over $300,000, and there are tax benefits if the funds are
Read moreThe College Landscape After Tax Reform
College students and their parents dodged a major bullet with the Tax Cuts and Jobs Act of 2017. Initial drafts of the bill included the elimination of Coverdell Education Savings Accounts, the
Read moreMoney Minute: Advanced Health Care Directives for Young Adults
Advanced Health Care Directives are often overlooked for young adults.
Read moreKickstart Your College Fund with a 529 Plan
If you're looking to save money for college, one option to consider is a 529 college savings plan. Created over 20 years ago and named after the section of the tax code that governs them, 529
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