Your Legacy: Why Act Now?
To take advantage of these or any other financial resiliency strategies, please schedule an initial complimentary consultation with Brian Lasher.
Your Legacy: Building Resilience
To take advantage of these or any other financial resiliency strategies, please schedule an initial complimentary consultation with Brian Lasher.
Your Legacy: What’s Changed?
To take advantage of these or any other financial resiliency strategies, please schedule an initial complimentary consultation with Brian Lasher.
Using 529s as a tax-free gifting tool
529 plans can be a fantastic way to save for education expenses, but did you know they can also be used as a key part of your family’s gifting plan (i.e., estate plan), even if you don’t have children or intend to use the money for college or K-12 approved tuition expenses. The key here […]