What Are 529 Plans and What Are Their Advantages?

April 12, 2019 by Michael O'Brien

What are 529 plans? Can they be held in trusts? Read on to learn more about these plans and why to consider them.

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If your family has experienced the loss of a family member, our law firm can assist you with the legal process that occurs when a loved one passes away. Our law firm strongly believes that a wisely drafted, carefully executed estate plan is the critical component of a family's wealth management. Our firm's guiding principle is to provide families with quality Trust Administration and Probate services tailored to each client's specific needs and goals. We offer free, no obligation consultations for any family who has experienced the loss of a loved one.
Steps to Take with a Will
If your loved one had a Will, the family will go through a process called Probate. This checklist outlines the steps to take when a loved one passes away with a Will.
Steps to Take with a Living Trust
If your loved one had a Living Trust, the family will go through a process called Trust Administration. This checklist outlines the steps to take when a loved one passes away with a Trust.
IMPORTANT NOTE:
Do not retitle any assets before speaking with a qualified estate planning attorney. That meeting should take place approximately two weeks after your loved one has passed.

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The information on this website is for general information purposes only. Nothing on this or associated pages, documents, comments, answers, emails, or other communications should be taken as legal advice for any individual case or situation. The information on this website is not intended to create, and receipt or viewing of this information does not constitute, an attorney-client relationship.

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Steps to Take with a Will

Steps to Take with a Living Trust

IMPORTANT NOTE:

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