Featuring Kyle Banks from PKS Investment Advisors, this episode discusses how Delaware grandparents can strategically save for their grandchildren's education. Key highlights include recent changes to FAFSA rules, strategic use of the five-year election, opportunities to roll unused savings to Roth IRAs, and consideration of other strategies like directly paying tuition bills. Thanks to Kyle for some great tips for grandparents - your generosity needs strategy!

From understanding the basics of funeral pre-planning to navigating the practical questions families face, this episode covers many things you need to know about planning ahead for end-of-life arrangements. We're joined by Kelly Andreason, VP of Legacy of Love, a company that provides an alternative approach to traditional funeral pre-planning.

Throughout our discussion, Kelly compares Legacy of Love's approach with working directly through local funeral homes, helping listeners understand that both options have significant value—the right choice simply depends on your family's specific needs and circumstances.

Whether you're curious about the basics or ready to take action, this conversation provides the clarity and confidence to make informed decisions about this important aspect of planning.

When young adults turn 18, parents and guardians lose their legal authority to act on their behalf—a reality that can create serious complications during emergencies or when support is needed. In this essential episode, attorneys Michele Procino-Wells, Esq. and Amber B. Woodland, Esq. guide young adults through the critical process of establishing a Power of Attorney and Advance Health Care Directive.

Michele and Amber break down the practical applications of each document, offer guidance on selecting the right representatives, and share best practices for secure document storage. While specifically designed for young adults navigating this important milestone, this episode provides valuable insights for parents, grandparents, guardians, and anyone involved in supporting young people as they transition to legal independence.