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Paying for the (Grand) Child’s Education: Making Educated Choices

Sharon L. Klein |
Wealth Planning

This article reprint was recently published in the Bloomberg BNA’s Estates, Gifts, and Trusts Journal.  Simple annual exclusion gifting can be a very valuable source of funding. Leveraging annual exclusion gifting with trust structures can potentially enhance the benefits. Utilizing the 2018 $11.18 million gift tax exemption has the potential to powerfully impact the educational


Are we at Risk of a Recession? Know Your Downside.

Tony Roth |
Wilmington Wire
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October 17, 2018— In case 2017 let you be lulled into thinking that markets only go up, surely the recent turbulence served to remind you otherwise. Stock market corrections—even brief ones—are like a bumpy plane ride. What can be terrifying to the novice can be of little consequence to the seasoned flier who understands the