From Cradle to College: Strategies for Funding Educational Expenses

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 ExpensesEstate Tax Planning and the Often-Overlooked Power of the “Med-Ed Exclusion” Estate Planning for College-Aged Children