529 Plan Funding Strategy Handout
Summary of typical assumptions we make for clients who plan to pay for their childrens’ college, and calculation of annual saving recommendations.
Executor List
Reference document intended to house all of your personal information so your executor or personal representative (the person who oversees the wrapping up of your estate) can easily access the details required to carry out their duties.
Beyond the Portfolio
Checklist of topics important to a comprehensive plan. The topics address areas outside of your portfolio to help ensure all aspects of your plan are optimal.
Important Information For Tax Preparation
One page summary we provide to your accountant detailing important tax information that does not appear on your tax forms.
