COVID-19 – We are committed to helping keep our clients and employees safe and connected 301-468-3220

"Word of Caution When it Comes to Gifting 529 Plans" – Gary Altman Cautions 529 Gifters to Have a Thorough and Current Estate Plan

In a contribution to Boomer-Living.com, Gary Altman leverages his financial planning credentials alongside his estate planning expertise to caution people of how improper estate planning can potentially wipe out investment funds such as 529 College Savings Plans.

“It's spring and the promising sounds of "Pomp and Circumstance" will soon fill graduation halls across the country - a reminder for some with younger children in their families that college days are just around the corner. That said, the 529 College Savings Plan may seem like the perfect gift for the little academic in your life. Regardless of whether you've invested or are just now considering a 529, a story of caution, below…”

Share This Story, Choose Your Platform!
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram