What Grandparents Should Know About Gifting to 529 Plans
Learn how grandparents in Nevada and California can use 529 plans to support college and estate planning without hurting financial aid.
Financial Independence, Reimagined
Celebrate Independence Day by reimagining your financial independence. This guide covers retirement strategies, investment reviews, and estate planning to help you stay on track toward long-term financial freedom.
Why You Need a ‘Digital Death Cleaning’ Plan
Avoid leaving a digital mess for your loved ones. Learn how to create a digital death cleaning plan, protect your financial legacy, and secure your online accounts.
How to Protect Your Family’s Wealth with a Solid Estate Plan
Estate planning is more than just drafting a will—it’s about ensuring your family’s wealth stays protected for generations. Learn why a revocable living trust with a separate property stipulation is one of the best tools to preserve inheritance, plus other key strategies for keeping assets secure across generations.