Articles Tagged with minors

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It’s Fall: Custodial Accounts, 529 Plans And Paying For College

As the season turns and it starts to feel like Fall, many parents are either paying college tuition bills or worrying about paying them. Many of my clients have asked me how 529 college savings plans or custodial accounts are counted when colleges consider financial aid. Here are the basic…
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Naming Young Kids as Beneficiaries (Don’t)

One of the things that I love about my job is helping people with real-world, actual, legal issues. And one that comes up often is parents, or grandparents, asking me how to name their young children, or grandchildren, as beneficiaries for their retirement accounts, life insurance, or…
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