Ben and Kris just welcomed a new addition to their family! Riley is an eight-pound bundle of love. Ben and Kris and both their parents – first time grandparents – want to do all they can to make sure that Riley gets a good education. Fortunately for Riley, Mom and Dad had the foresight to start planning for her future early.

There are several options to consider. We understand all of them and laid them out for Ben and Kris, and their parents in a fashion that helped them make informed decisions that will have meaningful impact on Riley’s future. We also helped Riley’s grandparents put a gifting plan in place that will support Riley’s future education while they are alive as well as when they pass on.

The result is that Riley will be one lucky girl. No matter what path she decides to take in her future, the family can rest assured that there will be resources to support her along the way.

While this scenario isn’t real and only for illustrative purposes, we want you to know that we are skilled at handling situations like this. If you want to put a plan in place that helps those you care about thrive, we invite you to contact us.