Month: March 2026
Succession Planning for Family Businesses
March 26, 2026School of Financial Wellness
An effective succession plan uses advance preparation to maximize your personal wealth while supporting business continuity.
What Should You Do with Unused Funds in an Educational Account?
March 5, 2026School of Financial Wellness
If you have unused funds in a 529 plan or Coverdell ESA for your child, you can transfer, rollover, or withdraw the money.
Understanding Beneficiary Designations
March 3, 2026School of Financial Wellness
Non-probate assets, like IRAs and brokerage accounts, pass to heirs according to beneficiary designations rather than a will.