Problems with Beneficiary Designations Part 3 — Usually They Take Precedence Over Your Estate Planning Documents, But Sometimes They Don’t
Grandparents and Others can Contribute More to 529 Plans without Affecting College Financial Aid June 17, 2022 by Evan H Farr, CELA, CAP Q. My son, Bryan, is entering middle school. His grandfather (my dad) is coming for a barbecue for Father’s Day this weekend, and we are also celebrating Bryan’s birthday. My dad has been contributing to a 529 plan to help pay for … [Read more...]