What’s the Best Way to Donate to Charity?
There are many ways to approach charitable giving, each with its own benefits and drawbacks. One popular strategy is to […]
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How Can I Leave Money to My Financially Irresponsible Children?
The main importance of a trust is for tax implications for the receiver. If a person is not a
Why Should I Set Up a Trust for My Children?
Trusts. They’re important for both Special Needs parents and standard normal children because it puts money in a protected form
Is a 529 Plan the Best Way to Save for College?
So what happens when your child gets a full scholarship and you’ve already set money aside in a 529 plan
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When Should I Start Saving for College?
At what point as a parent should I start thinking about a kid’s college education? That’s a great question. Realistically,
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What is the Difference Between Saving for College and Retirement?
There are drastic differences between saving for retirement and saving for college. The biggest difference is the length of time
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How Can I Use Life Insurance as a Savings Tool to Help My Children?
There are a lot of different ways that you can use policies and plans to augment savings. One way is
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How Can I Fund a Trust?
There are many options for funding a trust. You could use a life insurance policy. You can use an annuity.
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When Should I Set Up a Special Needs Trust?
Ideally, it’s important to get a trust set up prior to age 17 because it takes anywhere from three to
Interview – The Business Power Hour with Lisa and the Music Man
Check out my interview with Norman Wasserman on the Business Power Hour with Lisa and the Music Man. We spoke