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  • Who We Are
    • Meet Carter Ruml
  • What We Do
  • Whom We Serve
  • With Whom We Partner
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Category: Education planning

Kentucky Estates: articles on education planning

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“Emerging Adulthood” and Life Cycle Planning

April 10, 2016

It was exciting and gratifying last weekend when the New York Times published a really excellent article by Jeffrey J. Selingo in its “Education Life” section that wove together several themes we’ve written on during the last two years and cited many of the same sources you’ll find in our life cycle planning bibilography. I encourage you […]

Design Options for Education Trusts

July 18, 2015

I often work with “Wealth Creators” who have built substantial wealth themselves, most notably as founders of companies or early-stage employees at startups. I also work with “Inheritors” managing wealth built in prior generations for the benefit of descendants. Although every instance has unique aspects, in general, I find that Wealth Creators have conflicted feelings about what being […]

Managing Volatility: Inheritance Strategies for the Lower Upper Class

May 23, 2015

This week I’ve been reading Claire Tomalin’s Jane Austen: A Life. That’s risky for me to admit, as surveys show the female/male ratio of “Janeites” runs about 25:1. Mockery from readers may be unavoidable, and even deserved. I think one of the most interesting aspects of Tomalin’s biography is how it shows the Austens and […]

Overfunded 529 Plans: Avoiding Too Much of a Good Thing

May 3, 2015

The expense of college for children and grandchildren is a troubling issue for almost all of my clients. I think this is because at an instinctual level, long before crunching any numbers, clients know what the charts below show: college costs have gone truly exponential in the last one and a half generations, far outstripping increases […]

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