Education as Legacy

For some families, education support is about more than one student, one degree, or even one generation.
For families with significant resources, education planning often becomes part of a broader legacy and estate planning conversation. It is not only about paying for school today, but about creating a thoughtful structure that can support learning, opportunity, and personal growth across children, grandchildren, and future generations while reducing long-term tax burdens.

Join OpenPlan for an educational discussion focused on multigenerational education planning. We will explore how intentional planning can support education and reduce taxes.

What we’ll cover

• How education funding fits into a broader multigenerational legacy plan, not just a single financial decision
• How families define clear guidelines for education support, including who is eligible, what expenses are covered, and how decisions adapt as families grow and evolve
• Important considerations to help ensure education planning remains aligned with your broader estate strategy and family intent over time
• How estate taxes can be impacted by an education funding plan

Who this session is for

• Families thinking about education funding across multiple generations
• Individuals who want to move from ad hoc education support to a more intentional, values-aligned approach
• Families reviewing or refining an existing estate or legacy plan with an eye on estate tax mitigation