Forbes – Ashlea Ebeling
“So, you’ve made a boatload of money. What do you want to do with it? Linda Beerman, head of wealth strategies at CIBC Wealth Management in Atlanta, tells her rich clients they basically have three choices: use it for their lifestyle, give it to their kids and grandkids, or do something charitable. Invariably, she says that the reply is this: “’I really want to make sure my grandchildren are educated.’” How can you accomplish education funding in a tax-efficient manner? “There are different vehicles for different people,” Beerman says. Here are three strategies. Some families use all three.” (more)