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What Happens When a 529 Account Owner Dies?
New York’s 529 College Savings Program accounts are investment plans that enjoy tax-deferred growth. Withdrawals are income tax-free for qualified educational purposes associated with K-12 tuition, vocational school, college, or higher education.
April 20, 2026
How Can We Avoid Capital Gains?
I am considering creating an Irrevocable Trust to protect my house and other assets, but I am concerned about creating a situation where my children will have to pay Capital Gains tax.
December 24, 2014
Outright Transfer of Home
My friend suggested that I transfer my house to my children in case I need nursing home care in the future. Is this advisable?
December 3, 2014
