When meeting with new clients, we often learn that they do not have a basic estate plan. While we are not estate planning attorneys, we feel strongly that having the key components in place is vital to our clients’ financial plan and family’s well-being.
Tri-Valley companies are booming. Both public and private companies headquartered in the Tri-Valley (Pleasanton, Livermore, Dublin, San Ramon and Danville) have experienced tremendous growth in the last decade, and 2018 was no exception.
The cost of higher education has risen dramatically over the last 10 years, with four year college tuition increasing at an annual average rate of 5%, outpacing inflation over the same time period by 3.4% per year. The national average cost of attending a four-year public college is now over $28,000 per year and exceeds $59,000 for private-colleges. Fortunately, establishing and funding a 529 plan early can set families and students up for future success.
Looking for a vehicle to offload your appreciated assets without paying capital gains taxes? How about one that satisfies your desire to help those in need? A Donor Advised Fund may be the best option for you.