JUNE 2024
Establishing a will is certainly not a favorite undertaking for anyone, but it’s important. In fact, it’s one of the most important things to take care of that people commonly forget about, avoid, or procrastinate. Don’t put it off—it’s imperative that you put in a bit of time and thought now in order to ensure you protect your legacy and your loved ones when you are gone. Our first article details the many aspects and options to consider while taking this important life planning step. Let us know if you have any questions in this regard, or if you would like our help in getting this done.
While we have recently shared how to take advantage of 529 plans to help you prepare for the educational needs of children, there are important legal steps to follow once those plans are achieved. If you saved more for college than you needed, here’s how to make the most of the leftover funds. Our second article outlines options to consider when your benefits of a 529 plan have been achieved.
This month's "What's Happening Now" section shares stories on why Americans may be wrong in thinking that real estate is the best long-term investment, a Vermont resort that is rated as one of the best in the world, and 11 of the most beautiful neighborhoods in the world.
We'd like to hear from you. Please feel free to contact us by phone at 614-888-2121, toll-free 877-389-2121 or email jchornyak@janney.com with any questions or comments.
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