Never Too Affluent for 529: Gifting & Estate Planning

High-net-worth individuals are in a unique position when it comes to financing their children’s college education. Not only do they want to provide the best education money can buy for their children, but they also may be seeking ways to reduce their taxable estate, while creating an education legacy for future generations. Despite being able to cover the cost of their children’s college education with their current income and assets, these affluent individuals may be pleasantly surprised to learn that no one is too affluent to benefit from a 529 college savings plan. 529 plans are not only effective college savings vehicles; they also have unique gift and estate tax benefits not found anywhere else in the federal tax code. These benefits have great appeal for affluent clients concerned with optimizing their estate planning. This white paper will explore 529 plan strategies for affluent families.

  • White Papers

    Never Too Affluent for 529: Gifting & Estate Planning

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