{"id":14,"date":"2021-07-12T16:37:34","date_gmt":"2021-07-12T16:37:34","guid":{"rendered":"https:\/\/collegeinv.wpengine.com\/?page_id=14"},"modified":"2025-05-14T09:55:19","modified_gmt":"2025-05-14T09:55:19","slug":"529-tax-and-estate-planning-benefits","status":"publish","type":"page","link":"https:\/\/www.collegeinvest.org\/529-savings-plan-benefits\/529-tax-and-estate-planning-benefits\/","title":{"rendered":"Estate Planning"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;Hero Section&#8221; module_class=&#8221;hero-section tax-benefits&#8221; _builder_version=&#8221;4.16&#8243; background_enable_image=&#8221;off&#8221; da_disable_devices=&#8221;off|off|off&#8221; collapsed=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; da_is_popup=&#8221;off&#8221; da_exit_intent=&#8221;off&#8221; da_has_close=&#8221;on&#8221; da_alt_close=&#8221;off&#8221; da_dark_close=&#8221;off&#8221; da_not_modal=&#8221;on&#8221; da_is_singular=&#8221;off&#8221; da_with_loader=&#8221;off&#8221; da_has_shadow=&#8221;on&#8221;][et_pb_row module_class=&#8221;breadcrumb-row&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; animation_style=&#8221;slide&#8221; animation_direction=&#8221;left&#8221; collapsed=&#8221;on&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][cumo_breadcrumb _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; module_text_shadow_style=&#8221;preset3&#8243; global_colors_info=&#8221;{}&#8221;][\/cumo_breadcrumb][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; collapsed=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; animation_style=&#8221;slide&#8221; animation_direction=&#8221;bottom&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Hero content&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1>Estate planning benefits<\/h1>\n<p>For the more serious planners or well-informed investors, there are additional features to a 529 savings plan with a longer-term focus.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; animation_style=&#8221;slide&#8221; animation_direction=&#8221;right&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2022\/08\/2U9A7832_1-sfw.jpg&#8221; alt=&#8221;A dad and daughter sanding a birdhouse they are building&#8221; title_text=&#8221;2U9A7832_1-sfw&#8221; src_last_edited=&#8221;off|desktop&#8221; _builder_version=&#8221;4.17.3&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;Flexible Promo Image Left&#8221; module_class=&#8221;flexible-promo-image-left tax-benefits&#8221; _builder_version=&#8221;4.16&#8243; da_disable_devices=&#8221;off|off|off&#8221; collapsed=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; da_is_popup=&#8221;off&#8221; da_exit_intent=&#8221;off&#8221; da_has_close=&#8221;on&#8221; da_alt_close=&#8221;off&#8221; da_dark_close=&#8221;off&#8221; da_not_modal=&#8221;on&#8221; da_is_singular=&#8221;off&#8221; da_with_loader=&#8221;off&#8221; da_has_shadow=&#8221;on&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; collapsed=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; animation_style=&#8221;slide&#8221; animation_direction=&#8221;left&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2022\/08\/2U9A7385_1-sfw.jpg&#8221; title_text=&#8221;2U9A7385_1-sfw&#8221; _builder_version=&#8221;4.17.3&#8243; _module_preset=&#8221;default&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243; alt=&#8221;assets are removed from the estate&#8221;][\/et_pb_image][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; animation_style=&#8221;slide&#8221; animation_direction=&#8221;bottom&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text module_class=&#8221;h2-dark&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>529 assets are removed from the estate, yet you retain control<\/h2>\n<p>Contributions to your 529 account are considered a completed gift to the Beneficiary for federal gift and estate tax purposes and therefore are removed from your estate. Better yet, you full control of the account(s) and the funds \u2013 how they\u2019re invested, why and when they\u2019re withdrawn, and who receives them.<\/p>\n<p><strong>Most other investment options rescind your control when removed.<\/strong><\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;Terms of Agreement&#8221; module_class=&#8221;terms-of-agreement p-big-dark h2-dark page-estate-planning&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; da_disable_devices=&#8221;off|off|off&#8221; locked=&#8221;off&#8221; collapsed=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; da_is_popup=&#8221;off&#8221; da_exit_intent=&#8221;off&#8221; da_has_close=&#8221;on&#8221; da_alt_close=&#8221;off&#8221; da_dark_close=&#8221;off&#8221; da_not_modal=&#8221;on&#8221; da_is_singular=&#8221;off&#8221; da_with_loader=&#8221;off&#8221; da_has_shadow=&#8221;on&#8221;][et_pb_row module_class=&#8221;content&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; animation_style=&#8221;slide&#8221; animation_direction=&#8221;bottom&#8221; collapsed=&#8221;on&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text module_class=&#8221;headline-left&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>High contribution levels<\/h2>\n<p>The maximum contribution level in Colorado is $500,000 per Beneficiary (across all accounts for that Beneficiary). Think of all of the extended opportunities you may have with multiple Beneficiaries.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row module_class=&#8221;content&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; animation_style=&#8221;slide&#8221; animation_direction=&#8221;bottom&#8221; collapsed=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text module_class=&#8221;headline-left&#8221; _builder_version=&#8221;4.17.3&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>The Annual Gift Tax Exclusion<\/h2>\n<p>Your contributions qualify for the $18,000 annual gift tax exclusion ($34,000 for couples) per Beneficiary in 2024.<\/p>\n<p>If you change the Beneficiary to another qualified family member of the same generation, no further gift is involved.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row module_class=&#8221;content&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; animation_style=&#8221;slide&#8221; animation_direction=&#8221;bottom&#8221; collapsed=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text module_class=&#8221;headline-left&#8221; _builder_version=&#8221;4.17.3&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>The 5-Year Election<\/h2>\n<p>You also have the option to make a lump sum contribution up to $90,000 (five years at $18,000 for each year) to get the immediate benefit of five years\u2019 worth of gift tax exclusions. As a couple, you can double the impact to $180,000 for each and as many Beneficiaries as you have accounts. And, you can repeat this process every five years.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=&#8221;529 Plans for grandparents&#8221; module_class=&#8221;content&#8221; _builder_version=&#8221;4.17.3&#8243; _module_preset=&#8221;default&#8221; animation_style=&#8221;slide&#8221; animation_direction=&#8221;bottom&#8221; collapsed=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;529 Plans for grandparents&#8221; module_class=&#8221;headline-left&#8221; _builder_version=&#8221;4.17.3&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>529 Plans for grandparents<\/h2>\n<p>As a grandparent, you can invest in your grandchild\u2019s higher education goals by opening a CollegeInvest 529 Savings Account or contributing to their existing 529 Savings Account. Learn about the benefits of a 529 Savings Plan and how you can plan for your grandchild\u2019s future.<\/p>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;\/529-savings-plans\/grandparents\/&#8221; button_text=&#8221;529 PLANS FOR GRANDPARENTS&#8221; admin_label=&#8221;Button Blue&#8221; module_class=&#8221;button blue large shorttext&#8221; _builder_version=&#8221;4.17.3&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;More Benefits&#8221; module_class=&#8221;benefits-all-section more-benefit&#8221; _builder_version=&#8221;4.16&#8243; background_image=&#8221;https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/08\/sidebar-remove-line.png&#8221; da_disable_devices=&#8221;off|off|off&#8221; collapsed=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; da_is_popup=&#8221;off&#8221; da_exit_intent=&#8221;off&#8221; da_has_close=&#8221;on&#8221; da_alt_close=&#8221;off&#8221; da_dark_close=&#8221;off&#8221; da_not_modal=&#8221;on&#8221; da_is_singular=&#8221;off&#8221; da_with_loader=&#8221;off&#8221; da_has_shadow=&#8221;on&#8221;][et_pb_row module_class=&#8221;benefits-headline&#8221; _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; animation_style=&#8221;slide&#8221; animation_direction=&#8221;bottom&#8221; collapsed=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Headline&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>More 529 plan benefits:<\/h2>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_3,1_3,1_3&#8243; module_class=&#8221;slider-more-benefits&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; animation_style=&#8221;slide&#8221; animation_direction=&#8221;bottom&#8221; collapsed=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/Benefit-Check.png&#8221; alt=&#8221;Green checkmark icon&#8221; title_text=&#8221;Benefit-Check&#8221; url=&#8221;https:\/\/www.collegeinvest.org\/529-savings-plan-benefits\/529-plan-flexibility\/&#8221; admin_label=&#8221;icon&#8221; module_class=&#8221;benefits-icon-check&#8221; _builder_version=&#8221;4.17.3&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text admin_label=&#8221;Content&#8221; module_class=&#8221;benefits-col-content h2-light p-big-light&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2><a href=\"https:\/\/www.collegeinvest.org\/529-savings-plan-benefits\/529-plan-flexibility\/\">Flexibility<\/a><\/h2>\n<p>When we talk with parents and grandparents about saving for college, flexibility is at the top of their concerns. It\u2019s also the most inherent benefit of 529 savings plans.<\/p>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;\/529-savings-plan-benefits\/529-plan-flexibility\/&#8221; button_text=&#8221;learn more&#8221; admin_label=&#8221;Button White&#8221; module_class=&#8221;button white&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/Benefit-Check.png&#8221; alt=&#8221;Green checkmark icon&#8221; title_text=&#8221;Benefit-Check&#8221; url=&#8221;https:\/\/www.collegeinvest.org\/529-savings-plan-benefits\/529-plan-tax-advantages\/&#8221; admin_label=&#8221;icon&#8221; module_class=&#8221;benefits-icon-check&#8221; _builder_version=&#8221;4.17.3&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text admin_label=&#8221;Content&#8221; module_class=&#8221;benefits-col-content h2-light p-big-light&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2><a href=\"https:\/\/www.collegeinvest.org\/529-savings-plan-benefits\/529-plan-tax-advantages\/\">Tax Benefits<\/a><\/h2>\n<p>For Colorado taxpayers, contributions to any CollegeInvest 529 account can be deducted from your Colorado state income tax return. Your earnings grow free of federal and state taxes.<\/p>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;\/529-savings-plan-benefits\/529-plan-tax-advantages\/&#8221; button_text=&#8221;learn more&#8221; admin_label=&#8221;Button White&#8221; module_class=&#8221;button white&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/Benefit-Check.png&#8221; alt=&#8221;Green checkmark icon&#8221; title_text=&#8221;Benefit-Check&#8221; url=&#8221;https:\/\/www.collegeinvest.org\/529-savings-plan-benefits\/529-plan-savings-account-control\/&#8221; admin_label=&#8221;icon&#8221; module_class=&#8221;benefits-icon-check&#8221; _builder_version=&#8221;4.17.3&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text admin_label=&#8221;Content&#8221; module_class=&#8221;benefits-col-content h2-light p-big-light&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2><a href=\"https:\/\/www.collegeinvest.org\/529-savings-plan-benefits\/529-plan-savings-account-control\/\">Control<\/a><\/h2>\n<p>You as the Account Owner control the number of accounts, the beneficiaries, how much to save, what you pay for and when, and more. With the flexibility to change any of these when YOU want to.<\/p>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;\/529-savings-plan-benefits\/529-plan-savings-account-control\/&#8221; button_text=&#8221;learn more&#8221; admin_label=&#8221;Button White&#8221; module_class=&#8221;button white&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=&#8221;Swipe to see more&#8221; module_class=&#8221;skip-check-list-row white&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; animation_style=&#8221;slide&#8221; animation_direction=&#8221;bottom&#8221; collapsed=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_column][\/et_pb_row][et_pb_row module_class=&#8221;more-benefits-footer&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; animation_style=&#8221;slide&#8221; animation_direction=&#8221;bottom&#8221; collapsed=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_button button_url=&#8221;@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjgifX0=@&#8221; button_text=&#8221;back to all benefits&#8221; admin_label=&#8221;Button Deep Cerulean Blue&#8221; module_class=&#8221;button deep-cerulean btn-large&#8221; _builder_version=&#8221;4.16&#8243; _dynamic_attributes=&#8221;button_url&#8221; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][et_pb_text admin_label=&#8221;Footnotes&#8221; module_class=&#8221;foot-notes background&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Investment returns are not guaranteed, and you could lose money, including principal.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p><div class=\"et_pb_module cumo_breadcrumb cumo_breadcrumb_0\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_module_inner\">\n\t\t\t\t\t<div class=\"breadcrumb\">\r\n\t\t\t\t<img decoding=\"async\" class=\"icon-collapse\" src=\"\/wp-content\/themes\/Divi-child\/assets\/images\/icons\/icon-collapse.svg\" alt=\"Icon Collapse\"\/>\r\n\t\t\t\t\r\n\t\t\t\t<span class=\"breadcrumb-item active\" aria-current=\"page\"><\/span>\r\n\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>Estate planning benefits For the more serious planners or well-informed investors, there are additional features to a 529 savings plan with a longer-term focus.529 assets are removed from the estate, yet you retain control Contributions to your 529 account are considered a completed gift to the Beneficiary for federal gift and [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":8,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","inline_featured_image":false,"footnotes":""},"class_list":["post-14","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Estate Planning Benefits of Colorado 529 Plans | CollegeInvest<\/title>\n<meta name=\"description\" content=\"For the more serious planners or well-informed investors, there are additional features to a 529 savings plan with a longer-term focus. Learn more here.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.collegeinvest.org\/529-savings-plan-benefits\/529-tax-and-estate-planning-benefits\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Estate Planning Benefits of Colorado 529 Plans | CollegeInvest\" \/>\n<meta property=\"og:description\" content=\"For the more serious planners or well-informed investors, there are additional features to a 529 savings plan with a longer-term focus. 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