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Education Planning

With the cost of education on the rise, it is important to be familiar with the many options available to you to help your loved ones pay for their education.  Many of these options provide tax savings opportunities for you and lessen the burden of students taking on debt to pay for education. However, it is important to consider tax implications at both the federal and state tax levels as tax laws have recently changed. 

We can help you navigate the changing tax landscape and maximize the benefit of planning for education.

To learn more about education planning, call your relationship manager or contact us.