Paying for the (Grand) Child’s Education: Making Educated Choices

Sharon L. Klein |
Wealth Planning

This article reprint was published in Wealth Counsel Quarterly and discusses college education funding alternatives. When the older generation of a family wants to make a positive difference in the lives of the younger generations, providing funds for their education is often seen as a way of leaving them with a lasting legacy. However, the cost of education is rising precipitously.

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Top 6 Positive Planning Strategies in a Challenging Environment

Alvina H. Lo |
Wealth Planning
44917 Top 6 Priorities NC.jpg

Although we are facing many challenges on the health, economic, and market fronts, we would be remiss not to explore the positive ways that your estate plan may benefit from low interest rates and depressed asset values.  As with any planning strategy, it’s important to consult with your advisors to be sure you are incorporating strategies that are appropriate for your particular situation.

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