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Estate-Planning-Basics-Wills-and-Trusts

Estate Planning 101: A Beginner’s Guide to Estate Planning Basics

By Brian Sirota | December 7, 2019

An introduction to Estate Planning basics to serve as your roadmap. Do you have a will or estate plan? Most individuals and families overlook the need for estate planning in the belief that if they don’t possess significant wealth or a complicated situation, a plan is not required. At Cary Stamp & Co., we believe…

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Using 529 Plans to Maximize Education Savings and Minimize Taxes

By Brian Sirota | September 27, 2019

The cost of college tuition continues to increase every year with most college planning experts projecting a 6% annual increase each year. One might ask, “How do I save for my child’s college education if I cannot even afford the costs now, let alone in the future when my child enters college?” In previous generations,…

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