From Trust Fund to 529: Why Rich Families Are Switching Up Their College Strategy

College is getting insanely expensive,  and if you're from a wealthy family, there's a good chance your parents (aka the grandparents) want to help with your kids' education. 

But navigating family wealth conversations can be awkward. 

In this episode, I'm breaking down everything you need to know about getting the grandparents involved in 529 college savings plans, including a tax strategy called forward funding that could be a game-changer for your family. 

Plus, I'll tell you the number one mistake I see my high-net-worth clients make with 529 accounts (hint: more isn't always better!) 

Whether you're expecting your first baby or your kids are getting ready to leave the nest, this episode will give you the roadmap you need to handle these conversations like a pro.

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