Providing for Family Members

  1. The topic of educational funding, both for children and grandchildren, is one we typically discuss, e.g., contrasting Section 529 Plans with the UGMA alternative.
  2. Providing assets for family members with special needs is sometimes an issue, which requires analysis of particular vehicles in light of the family's goals.
  3. We often offer advice on the financial situations of parents or children, suggesting portfolios for them quite different from what is optimal for the client him or herself.