WorthWhile - Fall 2023

Top Stories:

An overlooked estate planning tool
The benefits of a 529 plan go way beyond paying for college expenses - 529s can do more, like transferring generational wealth. Discover how the less well-known advantage can help you move money across multiple generations to secure long-term financial goals for your family and future generations.

Innovations for independence
Assistive technology (AT) helps foster a sense of empowerment and retain autonomy. Which means living life - independently - and on your terms. From slip-on shoes to motorized makeup applicators, we reveal innovative AT that’s keeping people with disabilities and aging adults well-connected and cared for.

The future of your collectibles
Sports memorabilia, vintage handbags, fine art. Regardless of what you collect, you should have a plan for your coveted collection’s future. Will you pass it down to the next generation or sell it? We run down the benefits, drawbacks and tax implications of each option.