For many affluent families, the question isn’t whether they can afford college—it’s how to fund it in a way that strengthens their long-term wealth strategy. When coordinated thoughtfully, education planning can complement tax and estate goals, reinforce family values, and create lasting opportunities for future generations. From tax-advantaged accounts to intergenerational gifting strategies, education funding […] The post How High-Net-Worth Families Use Education Funding as a Wealth...| Heritage Financial Services
Trump Accounts are custodial savings/investment accounts for U.S. children under age 18, designed to promote long-term financial security.| Heritage Financial Services