Our Estate Planning Blog

what is the job of an executor

What is an Executor?

One common trouble that many executors overlook: dispersing personal possessions that have little financial value but great sentimental value.

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Leftover 529 money

What Can I Do with Unspent Money in a 529 Plan?

Despite the burgeoning cost of higher education these days, you might still find yourself with unspent money in a 529 plan after your child has graduated from college. As you may know, if you withdraw the money for non-qualified education purposes, you have to pay taxes plus an additional 10% penalty on the earnings withdrawn from the account.

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