Congratulations! The arrival of a grandchild is always an exciting time. Since many grandparents wish to assist in covering their grandchildren’s future financial needs, it’s also a good time to consider financial preparations for the future. If you hope to provide funds to your grandchildren, both 529 plans and trusts are beneficial options.
Unified finances, or the consolidation of financial accounts, involves combining multiple financial accounts and assets into a smaller number of accounts, typically at a single financial institution or under a
