Maximizing College Savings with 529 Plans

Maximizing College Savings with 529 Plans

Originally published April 2024Last updated July 2025 529 plans, created in 1996 in Section 529 of the Internal Revenue Code, have firmly established themselves as a cornerstone of college savings in the United States, offering a tax-advantaged pathway to save for...
The Keys to the Castle – Buying a Home

The Keys to the Castle – Buying a Home

A Comprehensive Guide to Strategic Home Purchases for Affluent Individuals and their Children  Embarking upon the process of buying a home can be both a daunting task and an exciting one. During the home-buying process, most people focus primarily, or at least...
Home is Where the Domicile Is

Home is Where the Domicile Is

Because state tax laws vary widely, individuals often seek to reduce their tax burden by changing their domicile to a more tax-friendly state. This requires a careful balancing act of physical presence, legal documentation and a clear intent to make a new state...