Wealth Management Insights Q2 2023: Keeping Your Estate Planning and Education Funding on Track

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.