Family

Whether you’re starting a family, funding a child’s education or addressing health care needs, we’ll work with you to create a roadmap to your future and help you achieve—and protect—your goals.

Plan for Higher Health Costs

Know the steps to take today to limit your future costs of health care – especially in retirement.

Study Links Good Financial Habits to Achieving Happiness

Morgan Stanley's Investor Pulse poll highlights that while most investors hold an optimistic outlook - worries about their financial futures remain.

Are You Prepared for the Rising Cost of Higher Education?

We’re all juggling multiple financial goals. A 529 plan can help you accomplish several at once.

Questions to Ask Your Partner Before Tying the Financial Knot

Money can be one of the biggest stresses in a relationship. Learn how to get a healthy dialogue on the topic started as a couple.

Products and Services For Families

529 Plans / Education Planning

Solutions for the many ways to save for a child's college education, including 529 College Savings Plans, Coverdell Education Savings Accounts and UGMA/UTMA.

Long Term Care Insurance

Helping clients protect their retirement portfolios by identifying a variety of long-term care solutions which provide security and peace of mind.

Trust Services and Accounting

Helping pair appropriate third-party trustees with your clients' trust accounts as well as assistance selecting an appropriate advisory solution for managing trust assets.

Estate Planning

Addressing the needs of your estate from helping families handle wills and legal documents to legacy planning and gifting to helping with family governance and wealth plan protection.

Ready to start a conversation? Contact The Kaplan Group today.

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