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» Planning for Minor Children
529 Plan Changes for the FAFSA Form and What It Means for Grandparents (and Grandaunts)
February 9th, 2022
Gifts to Grandchildren: 529 Accounts
August 7th, 2018
Categories: Planning for Minor Children
Agents, Representatives, and Surrogates: Oh My! Understanding Your Estate Plan Roles
April 18th, 2018
Tags: Florida
The Blended Family: Providing for Spouses, Children and Stepchildren
March 28th, 2017
Tags: Florida
Can We Talk? Having the Needed Conversations with Potential Guardians
February 8th, 2017
Tags: Florida
Using a Trust to Keep Money Safe from Young Adults' Bad Decisions
September 23rd, 2016
Using a Trust to Protect Your Legacy from Your Children's Ex-Spouses
July 18th, 2016
Tags: Florida
Five Key Times to Evaluate Your Estate Plan
May 27th, 2016
Choosing Beneficiaries and Keeping it Beneficial
January 6th, 2016
New Florida Laws Broaden Health Care Surrogate Designations
October 1st, 2015