Read our Wealth Management Insights publication for the second quarter of 2023 titled, “Keeping Your Estate Planning and Education Funding on Track.”
In it, Mary Lago, CFP®, CTFA, reminds readers why these plans need to be periodically assessed, Scott Christianson, CFP® details the ways in which savers can make the most of college savings plans and gifts and Samantha Pahlow, CTFA, AWMA, provides a road map for regularly reviewing your estate plan.