from May 2002 issue

We are a law firm counseling individuals and families. We do not offer financial products to our clients, but we educate clients on appropriate strategies. We enthusiastically recommend our clients establish Section 529 College Savings Plans for their loved ones, and we do instruct our clients to use a financial adviser to weed through a variety of plans. Some of the 529 issues a financial adviser will be able to professionally guide clients through are flexibility of plans, ownership rights, liquidity, investment approach, fees and expenses, and certain benefits for state residents. Using a well-informed financial adviser who considers all available options and tailors his recommendations to the circumstances of each client is worth it and will result in a win-win situation for both adviser and client.