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How Grandparents Can Use 529 Plans for Tax-Efficient Wealth Transfer

How Grandparents Can Use 529 Plans for Tax-Efficient Wealth Transfer

How Grandparents Can Use 529 Plans for Tax-Efficient Wealth Transfer

Jesse Waters

Estate Planning

Estate Planning

Essential Estate Planning Strategies For Every Stage Of Your Life from Family Expansion To Leaving A Legacy

Jesse Waters

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jesse.waters@inphasewealthmanagement.com

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Check my background at FINRA LPL Financial Form CRS

Jesse Waters is a registered representative with and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Jesse Waters | Domiciled state: CA, NY | 2024 Ticonderoga Dr., San Mateo, CA

94402 | CA Insurance Lic. # 0L7685 CA Insurance Lic. #0L76858

LPL Service Center - 800-558-7567

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