Finances

  • What is the best strategy to plan for your grandchild’s education and financial future generally? What strategy is best for you and your grandchild, depending upon the economic circumstance of each of you?
  • Is it best for the family that you move your primary residence to be nearby your grandchild? What are the questions you must answer to make that decision? What financial, tax, medical and dental providers, insurance, and other planning is helpful to achieve a successful relocation?