News & Analysis as of

Paying For College Gift Tax

Adler Pollock & Sheehan P.C.

Family Education Trusts: Leave a Lasting Legacy For Your Heirs

Providing for the educational needs of your children, grandchildren and even future generations is an honorable estate planning objective. What are your options for achieving this goal? A 529 plan can be a highly effective...more

Chambliss, Bahner & Stophel, P.C.

529 Plan – A Double-Edged Sword for College Expenses and Estate and Gift Taxes

My daughter turns 17 this week. As you might imagine, college is a frequent topic of conversation at our house. Where should she go to college? Will she be accepted at her top choices? What should she study? And most...more

Adler Pollock & Sheehan P.C.

Thanks, Grandma and Grandpa! 3 estate-planning-friendly strategies to pay for a grandchild’s college education

It’s no secret that the cost of a college education continues to soar. But this article offers three options to help one’s grandchildren deal with this burden while saving gift and estate taxes: direct tuition payments to the...more

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