Matt’s Blog

Qualified Tuition Primer

Qualified Tuition Primer

There are two types of qualified tuition or 529 programs: prepaid plans, and savings plans. As with a Roth IRA, you don’t get a federal income tax deduction for either type of contribution; similarly, the earnings on the assets in the account aren’t taxed...
Why I, as Estate Planning Attorney, am Worth Every Cent

Why I, as Estate Planning Attorney, am Worth Every Cent

Estate plans combine three elements: learning from the past, adapting to the present and anticipating the future. The document generators codify learning from the past through their processes and procedures. A Power of Attorney Holder or a Personal Representative adapts to the present. Only planning, with the help of a professional advisor, anticipates the future.