» Planning for Minor Children

Piggy bank with a graduation mortar board cap concept for the 529 plan and tuition

529 Plan Changes for the FAFSA Form and What It Means for Grandparents (and Grandaunts)

For grandparents who want to leave a legacy to their grandchildren (or grandaunts, such as myself, who wants to help out with the costs for grandnieces and grandnephews), the gift of a 529 college savings plan is an option. Not only can opening a 529… Read More
529 Plans and Saving for College

Gifts to Grandchildren: 529 Accounts

This type of account, named for Section 529 of the Internal Revenue Code, enables you to reduce your taxable estate while earmarking funds for the higher education of a grandchild (or any other family member). Funds contributed to such accounts are i… Read More
personal representatives estate plan will

Agents, Representatives, and Surrogates: Oh My! Understanding Your Estate Plan Roles

When you create your estate plan, not only do you decide what happens to your belongings and property after you die, you also choose people in the roles of your estate plan to do things for you when you cannot. Some of these people act after your dea… Read More
Blended Families in Florida - Providing for spouses, children and stepchildren.

The Blended Family: Providing for Spouses, Children and Stepchildren

When dividing property, fairness is essential, but it’s also subjective. Thinking about wills and who you want to inherit your assets is difficult for anyone, but the process is more complex for blended families. Some of the same rules apply. M… Read More
two males sitting on beach

Can We Talk? Having the Needed Conversations with Potential Guardians

Estate planning is more than making choices. It is also about having conversations with those people you select to act for you in case of your death or disability—personal representatives, powers of attorney, and guardians, to name a few. A lot of… Read More
Use a Trust to Protect Your Money From Young Adults' Bad Decisions in Florida.

Using a Trust to Keep Money Safe from Young Adults' Bad Decisions

A well-designed trust should protect your hard-earned assets and ensure the best outcome for each beneficiary. Young adults can be vulnerable to their own bad decisions in money, relationships, and spending; a trust can help protect their financial f… Read More
Protecting Your Legacy

Using a Trust to Protect Your Legacy from Your Children's Ex-Spouses

A living trust is a useful tool for safeguarding your legacy and enabling the transfer of assets to a specific beneficiary. It can also protect against claims made by potential interlopers, such as a child’s ex-spouse. If your son’s or da… Read More
5 Key Times to Evaluate Your Florida Estate Plan

Five Key Times to Evaluate Your Estate Plan

Life changes daily, it seems sometimes. Often, when those events take place that bring such change, we can be so focused on the change in circumstance, it’s easy to overlook how our estate plan might need to change too. Here are five key times… Read More

Choosing Beneficiaries and Keeping it Beneficial

With the start of a new year, we often take time to reflect on the past, look forward to the future, and generally set goals to get our houses in order—whether our physical houses, our fitness houses, or our financial houses. One of those areas in… Read More
Authorization for consent to medical treatment of minor child

New Florida Laws Broaden Health Care Surrogate Designations

Beginning October 1, Florida parents now are able to designate a person to make health care decisions for their minor children in case the parent is unable to be reached. Additionally, the traditional health care surrogate designation for adults can… Read More