
Creating an education legacy
$225.00
Description
Abstract: For many people, an important goal of estate planning is to leave a legacy for their children, grandchildren and future generations. And what better way to do that than to help provide for their educational needs? One way to do so is to establish a family education trust that invests in one or more 529 plans. This article details that strategy. A sidebar explains what happens when there are unused funds in a 529 plan.
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