How Grandparents Can Help Fund College Expenses with a 529 for Grandchildren
Congratulations on welcoming a grandchild to the family. A 529 is a great gift, but you need to know how they work and how they might impact your taxes.
Sep 8, 2017
Family Estate Planning Law Group
Start Early and Stay Focused to Succeed in College Savings
Saving for both retirement and putting kids through college sounds impossible, but with planning and commitment, you can make it happen.
Aug 11, 2017
Family Estate Planning Law Group
Got Kids in College? You Need These Documents
Far too many parents are stunned to learn that healthcare providers and colleges are by law not permitted to speak with them without the correct documents.
Aug 4, 2017
Family Estate Planning Law Group
Last-Minute Shopping? Get a 529 Gift Card
If you’re looking for a creative gift that will have a long-term impact, consider giving the gift of a college education: a 529 gift card.
Dec 21, 2016
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.
