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Tag Archives for " Law "

Aug 08

3 Critical Considerations For How To Save For Your Child’s (or Grandchild’s) College Education—Part 1

By Sean Lohman

If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an education savings account, or an Irrevocable Trust.Here’s what we think you should consider as you decide:First, consider whether you want your offspring to have broader options than just the traditional college experience.Since […]

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Jul 04

What You Need to Know About Collecting Life Insurance Proceeds

By Sean Lohman

If you’re looking to collect life insurance proceeds as the policy’s beneficiary, the process is fairly simple. However, during the emotional period immediately following a loved one’s death, it can feel as if your entire world is falling apart, so it’s helpful to understand exactly what steps you need to take to access the insurance […]

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