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Education Planning

The cost of higher education continues to increase exponentially with each passing year. If your wish is to start saving for your child or grandchild's future education expenses, there are several different types of college savings plans available to you. Our professionals will evaluate your current financial situation, your ability to save, the age of the child(ren), and most importantly, your goals in order to develop the most practical and beneficial education savings plan for you.

Together, we will evaluate the following aspects of various college savings plans:

  • What tax benefits and/or potential consequences are associated with each savings vehicle?
  • Who controls the asset?
  • What are the risks associated with the investment?
  • Are there contribution limits?
  • Are other family members able to contribute to the plan?
  • Are contributions subject to gift tax?
  • What investment options are available?

If you have questions about education planning, contact us today!