How Humble 529 Savings Plans Can Be a Tool for the Ultra-Wealthy, Too

Stokes Family Office Managing Partner Doug Stokes was featured in a Barron’s article this week titled How Humble 529 Savings Plans Can Be a Tool for the Ultra-Wealthy, Too. Doug says “These plans are attractive for wealthy families because they provide a way for a parent or grandparent to transfer much more money to a child than they would be able to without incurring gift taxes.”

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