Join Estate Planning 123 for a webinar in our office on Tuesday January 31 at 12:00 noon, Paying for College – Including What to Do with Over-Funded UGMA/UTMA Accounts

This session will address one of the  most significant concerns for many clients; i.e., paying for the education of their loved ones.  Learn the tax and non-tax aspects of various education funding tools, including UGMA/UTMA accounts, Section 529 plans, and life insurance, among others.  This session will also answer the often-asked question, what can I do with over-funded UGMA/UTMA accounts?

(Let us know if you plan to attend. I will take lunch orders next week. Our business grows through referrals from our clients, associates and friends, be sure to tell yours about us).