Stay Informed With Our Estate Planning Insights
Spring is a time for fresh starts—and that includes your estate plan. While many people focus on drafting a will or trust, estate planning isn’t a one-time event
Apr 17, 2025
by Family Estate Planning Law Group
A New Savings Approach to Supporting Your Child’s Future
Savings norms are changing, as you plan for your children’s futures, flexibility is key. Saving in 2020 looks different than it did five years ago.
Feb 10, 2020
Family Estate Planning Law Group
Fitting a 529 Plan into Your Estate Plan
529 college savings plans are a great way to fund a college education and they can now also be used for other educational needs. More here.
Feb 8, 2019
Family Estate Planning Law Group
Retirement or Education Saving? A Tricky Line to Walk
The costs associated with retirement & education are only increasing! How can you find a balance? More in the blog post from our estate planning attorneys.
Jan 4, 2019
Family Estate Planning Law Group
How Does Medicaid Treat College Savings Funds?
Saving for college but needing to receive Medicaid is a complicated equation. Learn more here in our blog post from our estate planning team.
Dec 7, 2018
Family Estate Planning Law Group
If You Have 529 or ABLE Accounts, Be Prepared for Changes
Tuition refunds, K-12 education costs and rollovers to ABLE accounts for disability-related expenses, will now reflect recent tax law changes.
Oct 10, 2018
Family Estate Planning Law Group
Why 529s Are Good for Everyone
529 plans are a great way to help parents with taxes and college costs. Grandparents, aunts and uncles and anyone who wants to pitch in, can also benefit.
Sep 14, 2018
Family Estate Planning Law Group
Advisors Education Series
Welcome to the homepage of our Advisors Education Series! We offer a series of workshops and webinars to professional advisors as part of our commitment to education in the estate planning realm. To view the calendar of a specific educational event type or to register, please follow the links below.
Your life, your legacy – let’s plan it together
Whether you’re just starting to think about your legacy or need to adjust an existing plan, our dedicated team is ready to help. Through personalized guidance and lifelong support, we ensure your estate plan evolves with you—protecting your values, your assets, and your loved ones.
