education trust

3 Critical Considerations For How To Save For Your Child’s (or Grandchild’s) College Education—Part 2

Estate Planning

3 Critical Considerations For How To Save For Your Child’s (or Grandchild’s) College Education—Part 2

If you are looking to save for your loved ones’ education—whether that education is college or some other form of learning—it’s worth considering whether to use a 529 plan, an education savings account, or an irrevocable trust. Last week, in [...]

Kylie2022-08-12T14:48:02-07:00August 12, 2022|Estate Planning|

3 Critical Considerations For How To Save For Your Child’s (or Grandchild’s) College Education—Part 1

Estate Planning

3 Critical Considerations For How To Save For Your Child’s (or Grandchild’s) College Education—Part 1

If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an education savings account, or an Irrevocable Trust. First, consider whether you want your offspring to have broader [...]

Kylie2022-08-05T20:29:05-07:00August 5, 2022|Estate Planning|