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From Cradle to College: Strategies for Funding Educational Expenses
Manage episode 377510453 series 3434332
Konten disediakan oleh Wiggin and Dana LLP's Erin Nicholls and Michael Clear, Dana LLP's Erin Nicholls, and Michael Clear. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Wiggin and Dana LLP's Erin Nicholls and Michael Clear, Dana LLP's Erin Nicholls, and Michael Clear atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
Funding education at any level can be a large expense and may require a lot of advanced planning. In this episode of "Future Focused: Sophisticated Estate Planning," hosts Erin Nicholls and Michael Clear discuss key strategies for funding educational expenses. They explore various options, including the direct payment of tuition, 529 educational funding plans, and the use of trusts. Erin and Michael highlight the flexibility and tax advantages of these strategies, making it a must-listen for clients as well as professionals in the field of estate planning. Be sure to tune into this episode to learn how to optimize these strategies to meet your needs and contact your Wiggin and Dana Private Client Services attorney if you have questions about funding educational expenses.
Related Content:
- 3 Key Strategies for Funding Educational Expenses
- Estate Tax Planning and the Often-Overlooked Power of the “Med-Ed Exclusion”
- Estate Planning for College-Aged Children
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