529 Plan HistoryA 529 Plan is an education savings plan operated by a state or educational institution designed to help families set aside funds for future college costs. It is named after Section 529 of the Internal Revenue Code which created these types of savings...

So there I was, hanging out at the bar having dinner last Tuesday. Next to me was this guy with a flight of wine glasses. Out of curiosity, I had to ask, “What’s your favorite? He gave a long look at the three glasses and then said, “the pinot from Washington State....

What Is a Charitable Gift?A charitable gift is a donation of cash or other property to, or for theinterest of, a charitable organization. The gift is freely given withthe primary intention of benefiting the charity. Whether given during lifetime or after death,...

Decades ago, the traditional family unit consisted of a husband and wife with 2.5 children. Most women were stay-at-home mothers, able to call on extended family members in case illness or injury affected their abilities to care for their children.But these days,...