When you contribute to a 529 plan, you'll not only help your child, grandchild, or other loved one pay for school, but you'll also remove money from your taxable estate. This will help you minimize your tax liability and preserve more of your estate for your loved ones after you die. So, if you're … [Read more...]
Windward Tax Bulletin: Estate Planning and 529 Plans
How much student loan debt is too much?
Author: Emily Tierney When it comes to taking out student loans to pay for a college education (or higher), it’s hard to know how much debt to take on. It’s also hard to predict what kind of income your future career will bring and if you will hold that job at that … [Read more...]