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Education Planning

The graph below makes the best case for higher education we’ve ever seen. In today’s globally competitive job market, it is hard to imagine younger generations in our families being able to achieve financial independence without some specialized skill set acquired though higher education. 

Whether you’re paying tuition costs now or saving for a future goal, it’s important to ensure that your education strategy is compatible with your retirement and estate planning objectives. Tax, control, and estate considerations must be addressed when choosing the best vehicle to fund education goals.  

We offer advice on multiple account types, including but not limited to 529 plans, Coverdell accounts, and Uniform Gift to Minors (UGMA) accounts when considering the best approach to suit your specific needs.