Never Too Affluent for 529 Plans: 529 Gifting and Estate Planning Strategies

High-net-worth individuals are in a unique position when it comes to financing their children’s college education. Not only do they want to provide the best education money can buy, but they also may be seeking ways to reduce their taxable estate while creating an education legacy for future generations. [...]

Student Athletes Get Crash Course in Finance

The best student athletes at colleges across the United States encounter opportunities to sign lucrative contracts with professional teams after graduation. Despite the significant sums of money their professional contracts may entail, most athletes end up with serious financial trouble down the road thanks to mismanagement. Unlike most professions, athletes [...]