by Munn Gray & Associates | Aug 10, 2023 | College Planning, estate planning, Financial Planning, Helpful Resources
529 plans are best known as a college planning tool, but their reach is much broader in terms of what you can use it on and how it can help in financial planning. Let’s review some of the facts of 529 plans that go beyond paying for your child’s higher education...
by Munn Gray & Associates | Jun 30, 2023 | estate planning, Financial Journeys, Financial Planning, Helpful Resources
Estate planning is a multistep process that when properly designed can help ensure the proper protection and distribution of your assets. The tool most used is the will. Below is a short description of what this document can do and its potential downsides. We will...
by Laura | Apr 26, 2023 | Health & Wellness, estate planning, Helpful Resources
Like with most medical issues, cognitive impairment is something that no one wants and that no one can predict. Family history, substance abuse, and lifestyle choices can give us general probabilities of one’s susceptibility to these diseases but even the most...
by Munn Gray & Associates | Mar 21, 2023 | estate planning
What does your dream home look like? Is it a large house in the hills, or a flat in a high-rise building? Housing is the largest expense that most people have. Whether you rent or own, your housing likely requires a much larger budget than the rest of your...
by Munn Gray & Associates | Nov 10, 2022 | Life Status Change, estate planning
Estate planning is an important topic that all families should discuss. By having a conversation with your parents about estate planning, you can help ensure their wishes are carried out after they pass away. There are a number of different things to consider when...
by Munn Gray & Associates | Aug 3, 2020 | Articles of Interest, estate planning, Financial Journeys
Excerpts and content provided by Sol S. Reifer, JD, LL.M-Estate Planning, Accredited Estate Planner The rapidly evolving coronavirus (COVID-19) crisis is creating several unique estate planning and legal challenges around the world, particularly given the volatility...
