May 2023: 

The MLO Minute —

ABLE accounts (“Achieving a Better Life Experience Act”), also known as 529A accounts, are tax-advantaged savings plans for individuals with disabilities where assets in the account may be used to pay for the beneficiary’s qualified disability expenses.

In this virtual presentation, attorney Jillian Zacks of our Estates and Trusts Department offers an in-depth and clear understanding of what an ABLE account is, as well as why this type of account may be useful for persons with a disability.  Click here or the link below to watch now and don’t forget to subscribe to our YouTube Channel!