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Robert J. Emens, GW & Wade Principal's Blog

Based in Palo Alto, CA, Rob Emens began his career with GW & Wade in 1997 specializing in investment management, financial counseling and tax planning. Prior to joining GW & Wade, Rob worked at a Boston-area firm providing tax, estate and financial services to high net worth individuals.

529 Plans: They’re Not Just for College Anymore

10/22/2018 Authored by Robert J. Emens, GW & Wade Principal

Have you heard about the recent changes to 529 education plans? The benefits under 529 plans have expanded for 2018, and beyond. Now parents and grandparents are in a better position to help their children plan ahead for education expenses and potentially lower their taxable estate. 

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