Section 529 Plans & SECURE Act 2.0

Section 529 Plans & SECURE Act 2.0

   INSIGHTS Section 529 Plans & SECURE Act 2.0 by Kevin DeYoung ARTICLE | June 16, 2023 For clients looking to fund college costs or private secondary school costs for children or grandchildren, Section 529 plans have historically been a great tool. Some of the...
Section 529 Plans & SECURE Act 2.0

U.S. Estate Planning Issues for U.S. Citizens Living Abroad

   INSIGHTS U.S. Estate Planning Issues for U.S. Citizens Living Abroad by Kevin Stickle March 20, 2023 Many Americans living abroad do not realize they are subject to U.S. federal estate tax regardless of whether or not they own any U.S. property. Read on to learn...