• Are 529 Plans the Best Way to Save for SSI Beneficiaries’ Education Expenses?

• • 529 Plans
  • ABLE Accounts
  • Beneficiaries
  • Clay County
  • College Students
  • College Tuition
  • Elder Law
  • Estate Planning
  • Florida
  • Florida First Coast
  • Green Cove Springs
  • Jacksonville
  • North Florida
  • Orange Park
  • Section 529 Plan
  • Social Security
  • Social Security Administration
  • Social Security Income
  • Special Needs Planning
  • Special Needs Trust
  • SSI
  • St. Augustine
  • St. Johns County
  • Tax Cuts and Jobs Act
• 5 years ago
• For many families, Section 529 College Savings Plans are an excellent investment tool when saving money for their child’s educational expenses. But if the child obtains Supplemental Security Income (SSI) benefits, families should be cautious in using a Section 529 plan. 529 plans, named for a pro... [read more]

• Estate Planning and Retirement Considerations for Late-in-Life Parents

• • Aging
  • Beneficiaries
  • Children
  • Children's Benefits
  • Clay County
  • College Tuition
  • Elder Law
  • Estate Planning
  • Florida
  • Green Cove Springs
  • Guardianship
  • Inheritance
  • Jacksonville
  • Orange Park
  • Retirement Savings
  • Seniors
  • Social Security
  • St. Augustine
  • St. Johns County
  • Trusts
  • Will
• 6 years ago
• Older parents are becoming more common, driven in part by changing cultural mores and advances in infertility treatment. Comedian and author Steve Martin had his first child at age 67. Singer Billy Joel just welcomed his third daughter. Janet Jackson had a child at age 50. But later-in-life parents ... [read more]