Education Planning

Providing for the education of dependents is one of the most important (and  expensive) goals facing many of our clients. Whether for college, graduate school, or private school for children at earlier ages, the costs of education are high and they are only going higher. We work with our clients to establish  their goals for education funding (i.e. what exactly do they want to pay for?),  to identify any and all available resources, and then to develop an investment plan to meet those goals. This can include the use of custodial accounts, trust accounts, gifting from relatives, 529 state-sponsored education savings plans, and other tax-advantaged savings vehicles.