529 plans are popular education-savings tools due to their tax-deferred growth and tax-free withdrawals for qualified expenses, such as tuition and books. They offer generous lifetime contribution limits, which vary by state, and have been made more flexible with new rules allowing funds to be used in some states for K-12 tuition and in certain circumstances reallocated to a Roth IRA. However, some parents seek alternatives due to uncertainties about their child's education plans or the desire for more financial flexibility.

In this article, we'll explore some of the most common sources of post-death family conflict and provide practical steps you can take today to avoid becoming a cautionary tale.

Nebraska Supreme Court: Johnson v. City of Omaha

The One Big Beautiful Bill signed into law on July 4, 2025, delivers significant updates to employee benefits. Most notably, it expands HSA eligibility, increases dependent care FSA limits, makes permanent student loan repayment assistance, and introduces employer contributions to "Trump Accounts".

On July 3, 2025, Congress passed H.R. 1, more commonly known as the One Big Beautiful Bill Act ("Act"). The Act was signed by President Trump on July 4, 2025. The Act was structured as a budget reconciliation package to avoid the filibuster requirements in the Senate and, as reported by many sources, the Act makes numerous tax and non-tax changes to federal law. In this Article, we'll provide a brief review of some of the tax changes that we believe will impact the most taxpayers.