Education Planning
College Education & Funding Alternatives
Funding a child’s education is an important goal for families, and consequently affects your financial plans. Opportunities exist in which modern funding strategies can have a significant positive impact on your income taxes and estate taxes, as well as on your family’s overall financial position. There are a number of ways to establish strong education-funding plans for your children or grandchildren. When evaluating education savings programs, we take the following aspects into consideration:
- Personal and family goals
- Retirement status
- Income tax bracket and estate tax liabilities
- Gifting
- Profile of children or grandchildren
Education funding options may include:
- 529 plans
- Unlimited lifetime gifts
- Any other applicable funding options

A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Learn More

Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Learn More

Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Learn More

The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Learn More