Sending a child to study abroad is an investment in their future—but are you financially prepared? From 529 plan rules and international health insurance to budgeting, taxes, and avoiding costly surprises, a little planning before departure can make all the difference. Here are the financial essentials every study abroad family should know.

The new tax law permanently raised the federal estate tax exemption to historic levels, but that doesn’t mean your estate strategy is up to date. State estate taxes, out-of-state property ownership, outdated trusts, and old beneficiary designations can create unintended consequences regardless of your net worth. Summer is an ideal time to review your documents, revisit your wishes, and ensure your plan still reflects your family, your assets, and today’s laws.

Could a free $1,000 federal contribution help jump-start your child's financial future? Trump Accounts offer new savings opportunities for eligible families, but they also come with unique rules, tax considerations, and limitations. Before opening an account, learn how they work and how they compare to other savings options.

As financial professionals, we help our clients prepare for retirement. By the time most of our clients are within a few years of retirement, their savings are there, their investment accounts are in order, and their income strategy is in place. From a financial standpoint, everything looks good on paper. But can they answer this more difficult and personal question: Have you two actually talked about what retirement will be like? Not the math. Your life. Where you'll be, how