529 vs ESA: The Best for College Savings

girl wearing cap and gown

The little-known fact that can transform your Coverdell ESA into a powerhouse for college savings is that you can self-direct the investments. The Coverdell Education Savings Account (ESA) is the best tool to save and build wealth for college expenses tax-free. In fact, it offers greater benefits than the popular 529 plan. So why don’t […]

Estate Planning for Your Pets

girl with a laptop on her lap and petting her little dog

The Trust creates a structure so that the money is bestowed to the Guardian of your pet in a proper manner with rules and guidelines

How to Protect My Residence from a Lawsuit

Client receiving the keys of his/her new house

For most of us, our home is one of our most valuable assets. It truly is our “castle”, but it can also be one of our most vulnerable assets. Here are 8 strategies that should considered in a well designed Asset Protection Plan.

Ways to Succeed at Tackling Student Debt

ways to succeed at tackling student debt

Student loans cause a great deal of stress in the lives of many Americans. From keeping track of payment deadlines or living in constant fear of not being able to make their next payment, the whole process can be overwhelming. The bottom line is even if you are making payments and chipping away at your […]

When to Use a Benefit Corporation

when to use a benefit corporation

A Benefit Corporation will need to exemplify various practices and policies that show you are more concerned about benefiting the public through social or environmental causes than simply making profit.