We present our second quarter 2024 issue of Wealth Management Insights titled “Planning for our Children’s Future.” In it, Wealth Management Chair Samantha Pahlow, CTFA, AWMA®, discusses the crucial aspects to consider when planning for the distribution of assets for minor children. Scott Christianson, CFP®, writes about planning ahead for unanticipated outcomes in our estate plans and what we can do with estate planning to avoid major pitfalls and Charissa Anderson, CFP®, CDFA®, provides a considerations when saving for education and utilizing a 529 account.
Wealth Management Insights Second Quarter 2024: Planning for Our Children's Future