Education Savings Accounts

Educational and Childrens’ Savings Accounts

We help our clients save for future expenses of their children and grandchildren. Expenses like public or private elementary, middle, or high school education using 529 accounts. Additionally, we can help save for other expenses like autos, housing, and retirement. We will guide you with selecting an appropriate savings vehicle for your needs.

529 Plans

Tax efficient education savings accounts.

Investors should consider the investment objectives, risks, charges and expenses associated with municipal fund securities before investing. This information is found in the issuer's official statement and should be read carefully before investing.

Investors should also consider whether the investor’s or beneficiary’s home state offers any state tax or other benefits available only from that state’s 529 Plan. Any state-based benefit should be one of many appropriately weighted factors in making an investment decision. The investor should consult their financial or tax advisor before investment in any state's 529 Plan.

Uniform Transfers to Minors Accounts (UTMA)

Trust account for minors that transfers at age 21.

The use of trusts involves a complex web of tax rules and regulations. You should consider the counsel of an experienced estate planning professional before implementing such strategies.

Uniform Gift to Minors Accounts (UGMA)

Trust account for minors that transfers at age 18.

Have a Question?

Name

Email

Address

Phone

Question

Thank you!

Oops!