We present our second quarter 2024 issue of Wealth Management Insights titled “Planning for our Children’s Future.” In it, 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.
Congratulations on the Newest Member of Your Family
With the addition of a new family member, we are often asked what further steps should be taken, and what should be done to prepare. In the same way you prepare the nursery or child’s room, there are financial considerations worthy of attention.
Wealth Management Insights Q2 2023: Keeping Your Estate Planning and Education Funding on Track
Read our second quarter 2023 Wealth Management Insights titled, “Keeping Your Estate Planning and Education Funding on Track.”