Estate Planning · January 15, 2024

Recent changes to the FAFSA rules are a game-changer for grandparents looking to support their grandkids' education. Our latest blog delves into the FAFSA Simplification Act and its impact on 529 college savings plans. Learn how these adjustments allow for more significant contributions without affecting financial aid eligibility. It's an exciting development for family financial planning, offering a new way to invest in your grandchild's future without compromising their aid opportunities.

December 12, 2022

This article will explain how to get your heirs up to speed on their finances, so the transfer of wealth goes smoothly. It doesn't matter if you live in a mansion or a small house; you can protect your family's assets and keep them from experiencing the horrors of financial incompetence. This article outlines the three steps of financial literacy, including how to talk about money with your children. Read more here: