529 College Savings
Plan selection, contribution strategy, and ownership decisions that protect financial aid eligibility.
Services
Education & Legacy Planning
Thoughtful preparation for education savings, trust coordination, charitable giving, and wealth transfer that reflects your values.
Whether you're helping fund a child's education or planning to leave a lasting legacy, thoughtful preparation can make a meaningful difference. We help families evaluate education savings strategies, trust coordination, charitable giving opportunities, and wealth transfer plans designed to reflect their values and long-term goals.
Annual Gifting
Using the annual gift exclusion to transfer wealth quietly and efficiently over time.
Trust Funding
Coordinating contributions to trusts your attorney has established for children or grandchildren.
Charitable Giving
Donor-advised funds, QCDs, and appreciated-stock gifting for the charitably minded.
Who this is for
Parents, grandparents, and anyone who wants their wealth to outlive them with purpose.
How we work together
- 1Conversation about your values and who you want to help.
- 2Affordability analysis — making sure gifts don't compromise your plan.
- 3Implementation across the right vehicles (529, trusts, gifting, DAF).
- 4Annual review and adjustment as family circumstances change.
Explore other services
All servicesRetirement Planning
Income strategies, Social Security timing, pension election, Medicare considerations, and withdrawal planning so your money lasts as long as you do.
Learn moreInvestment Management
Diversified portfolios aligned with your risk tolerance, goals, and time horizon — reviewed and rebalanced regularly.
Learn moreEstate Planning Coordination
Working alongside your attorney to make sure beneficiary designations, titling, and wealth transfer strategies are aligned.
Learn moreRisk Management & Insurance
Insurance plays an important role in protecting your financial future — coordinated with your broader retirement and wealth management objectives.
Learn moreReady for a confident next chapter?
Schedule a complimentary, no-obligation conversation with Leon Financial Services.