Education Funding – may include:
- Analysis to determine the cost of sending children on to post–secondary
education and/or private school.
- Review of alternative funding solutions available.
- Recommendations to maximize education savings while minimizing taxes.
Benefits: Help is provided to sort through the myriad of choices available (e.g., UGMA
accounts, Coverdell Education Savings Accounts, state-sponsored 529 Plans, state tuition
savings plans, etc.).
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