Client Resources Get In Touch OUR INSIGHTS NJ.com: How can I choose the best 529 plan for my grandkids? Considering a 529 plan for your grandkids but not sure how to get started? In this Q&A article Michael D. Gibney, CFP®, AIF® helps to dissect this question and shares resources and considerations in determining how to make the right selection for you and your situation. Article by Karin Price Mueller for NJ.com. Press Mentions Fights Over Estates Can Tear Families Apart According to Cerulli Asssociates, over the next quarter century, roughly 45 million U.S. households will collectively bequeath $68.4 trillion to their heirs. Business Owners, Good to Know Documents: Store or Shred? Technology is increasingly important in helping to organize our lives. But some things are still done by pen and paper. Good to Know Inflation is Back: Any TIPS to Fight It? We all know the years 2020 and 2021 have been a period for the record books. May you live in interesting times, as the saying goes. Good to Know Year-End Tax Reduction Strategies for Business Owners As we’re almost at the end of the year, the time is ripe for business owners to make moves to reduce their tax liabilities for 2021. Here we touch on some of the strategies we recommend to our clients. While none of these should come as a surprise, we feel it never hurts to mention them. Business Owners, Good to Know Decanting a Trust Irrevocable trusts are very difficult to modify even if the changes are in the beneficiary’s best interest. So what happens if things change and you need to amend it? Good to Know LOAD MORE ARTICLES Listen to Our Podcast Listen to Our Podcast From Our Perspective Good to Know Our Take on the Market Modera Briefings Speakers’ Bureau Press Releases Press Mentions Search Articles Search for: We Respect Your Privacy Please review our Privacy Policy and General Data Protection Regulation Privacy Notice for details regarding your rights to data, including where, why, and how your data is processed/stored. You can request that we not collect your data, update or delete your information at any time by contacting our Chief Compliance Officer. If you opted in to receive marketing communications, you may opt out at any time by contacting us directly or selecting the unsubscribe link at the bottom of the email. Contact Modera Contact an Advisor Office Locations Boston, MA (617) 247-0518 Westwood, NJ (201) 768-4600 Wayne, PA (610) 695-8070 Charlotte, NC (East Morehead Street) (704) 358-3322 Charlotte, NC (Colony Road) (704) 540-5535 Atlanta, GA (678) 833-1166 Inverness, FL (352) 746-4460 Services Comprehensive Financial Planning Investment Management Foundation/Endowment Investing About Modera Get to Know Us Our Fiduciary Promise The Modera Story How Modera Gives Back Work with Us The Value of a CFP® Policies FORM CRS: A Summary of Your Advisory Relationship Modera Brochure ADV Part 2A Cookie Disclosures Privacy Policy Notice GDPR Privacy Notice Terms of Use Our Insights Fights Over Estates Can Tear Families Apart Documents: Store or Shred? Inflation is Back: Any TIPS to Fight It? Resources Speakers' Bureau Client Resources Sitemap Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements. ©2021 Modera Wealth Management, LLC Cookies help improve your experience. You may change or opt out of the cookies settings. Review our disclosure information. Edit Cookie Settings Accept Cookies