Educational Planning
Educational planning starts with a look at a number of critical elements.
- A college cost analysis that provides a better look at not only what college costs right now, but what it will likely cost by the time children or grandchildren are ready to enter
- State-specific planning that incorporates the costs, savings plans, and tax options available for specific states.
- 529 plans that allow you to save ahead for college needs.
- Coverdell/ESA savings that allow you to set aside money for college so that it's ready when children or grandchildren are ready to attend.
Estate Planning
Estate planning means an essential look at your future plans for your estate and assets. Not only does it mean putting together a will, it may mean taking a look at how trusts and transfer methods can protect your assets. We will start with a full wealth transfer analysis and implementation plan that will allow us to lay out how your assets will be transferred on death. In addition, we will consider charitable giving and how it may impact your financial future.
