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College Education Plans

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With the ever increasing cost of college education, whether for your children or grandchildren, we can also assist you in this portion of your overall financial plan.

There are many ways to plan for college expenses, such as Uniform Gifts to Minors, 529 plans, Coverdell Education Savings Accounts, State sponsored plans and savings bonds.  There are tax advantages and disadvantages of each. Let us assist you in the determination of which plan or combination of plans are right for you.