Planning Information Planning is a process of collecting information so that one can make informed decisions. Click on one of the links below to select and view informative articles, decision tools or FAQ's

Business Owner   Articles     Benefits and retirement plans       Benefit plans for small businesses     Starting a business       Record keeping for your own business       Starting or buying a business   Decision Tools     Choosing an entity       Choosing a business entity       Comparison of LLCs, LLPs, and professional corporations     Transferring or selling a business       Business succession planning alternatives   FAQs     Employee benefits and other issues       What benefits should I offer to my employees?   Education Planning   Articles     529 plans       529 plans and financial aid eligibility       529 plans: The ins and outs of contributions and withdrawals       Estate planning and 529 plans       Income tax planning and 529 plans       The ABCs of 529 plans   FAQs     529 plan basics       Do 529 plans include both state savings plans and prepaid tuition plans?       What is the Independent 529 Plan?       What's the difference between state savings plans and prepaid tuition plans?   Estate Planning   Articles     Estate planning basics       Estate planning--an introduction       Wills--the cornerstone of your estate plan   Decision Tools     Business planning       Business succession planning alternatives       Planning for succession of a business interest     Charitable giving       How a charitable lead trust works     Estate planning basics       Steps to estate planning success   Retirement Planning   Articles     Saving for retirement       Estimating your retirement income needs   Decision Tools     401(k) plans       Should you save in a 401(k) or a Roth IRA?   Special Situations   Articles     Loss of a spouse       Organizing your finances when your spouse has died   Decision Tools     Caring for an aging parent       Housing options for aging parents   Tax Planning   Articles     General tax planning       Income tax planning and 529 plans       Tax planning for the self-employed       Taxation of investments   Decision Tools     General tax planning       Federal individual income tax fundamentals