Huge Estate Planning Benefits of 529 Plans



529 Plans are a wonderful asset that doesn’t’ get enough credit. It is the ONLY account that you can control AND have it not included in your estate. It’s amazing …

3 Comments

  1. Interesting feature of the 529. Going through some of your estate planning videos is on my to-do. I'm wondering if I need to do more beyond having a will and assign beneficiaries for my accounts … possibly health directive, or something …

  2. I honestly wish we had not done 529 plans for our kids. We should have paid off our house and pumped up our retirement more instead. Having 529’s only served to raise our EFC.

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