Individuals & Families New Florida Community Property Trusts – Is it right for you? By Robin L. Cook, CWS®, CTFA® The Florida Community Property Trust act (FLCPT) became…Suncoast Equity Management and Prosperity AdvisorsSeptember 13, 2024
Individuals & Families Is the Next Generation Ready for Their Inheritance? By Robin L. Cook, CWS®, CTFA® Are your children, grandchildren, nieces, and nephews ready…Suncoast Equity Management and Prosperity AdvisorsSeptember 12, 2024
Individuals & Families Thoughts for Summer 2024 By Jeff Strouse JD, CRPC®, CEPA® Most of you are well underway with summer…Suncoast Equity Management and Prosperity AdvisorsSeptember 12, 2024
Individuals & Families Beyond College Savings: How to optimize 529 Plans with Roth IRA Rollovers By Terri Ritchie, CFP® Since they were initiated in 1996, 529 plans have been…Suncoast Equity Management and Prosperity AdvisorsSeptember 12, 2024
Individuals & FamiliesInstitutions & Financial Advisors New Website Suncoast Equity Management is excited to announce the launch of our new website! Our new…Suncoast Equity Management and Prosperity AdvisorsApril 7, 2023