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Education Planning
Investing in the future of your family’s success
Ensuring that your children or grandchildren have access to a robust education demonstrates your commitment to the next generation of your family’s success. Whatever the educational plans, we can help with a strategy that addresses questions about funding, accumulating, distributing, security, scholarships, and more. There are impacts beyond the obvious, and we’ll make sure they’re all factored into your plans, securing your family’s educational future.
Education Planning Services
- Education investment account management
- Contribution audits and recommendations
- Education funding source consulting
- Distribution coordination
Related News & Insights
Passing Wealth to the Next Generation: Gifts, Trusts, and the Conversations That Matter Most
Jeff Williams sat down with Dan Borst of Warner Norcross + Judd to dig into the decisions families face when passing wealth down, and why the conversation itself may be the most valuable part of the plan.
A New Planning Opportunity for the Next Generation Understanding Trump Accounts
One of the most meaningful advantages parents and grandparents can offer the next generation isn't simply financial support, but time. The earlier capital begins compounding on a child's behalf, the greater the opportunity to build lasting wealth.
Understanding the New 529 “Grandparent Loophole”
Recent changes to the federal financial aid process have created a new planning opportunity for grandparents who want to help support a grandchild’s college education. For years, distributions from grandparent-owned 529 accounts were treated as student income on the FAFSA (Free Application for Federal Student Aid), which could reduce a student’s eligibility for need-based aid.
Working in partnership with Grand Wealth Management enables our clients to be less concerned about the day-to-day details of managing their finances, while allowing them to stay involved in guiding and monitoring their overall financial picture.
