On Watch – March 2014

By Ross W. Nager, MPA, CPA and Lissa S. Gangjee, JD, CFP^® on March 30, 2014

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In this issue:

“529 Plans: Optimal for Many, but Is It Right for You?” by Andrew B. Smith, JD
“Contributing Instead of Selling Property” by Lissa Gangjee, JD, CFP^®
“Family Wealth Transition Plan” by Ross. W. Nager, CPA

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POSTED IN: Estate Planning, On Watch, Planning

TAGGED: 529 Plan, Family Governance, Gifting

On Watch - December 2013

On Watch - September 2014

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