Posts tagged with "UGMA/UTMA accounts"



Estate Planning · August 09, 2024
Maximizing Education Funding Through Estate Planning: A Strategic Approach
As a parent or grandparent, nothing is more important than securing a bright future for our children. We all dream of giving them the best education possible, but with rising tuition costs, that dream can feel increasingly out of reach. Navigating the maze of education funding options can be daunting. Without the right strategy, many families find themselves unprepared, potentially putting their child’s educational dreams on hold. It’s not just about saving; it’s about making smart, informed dec
Estate Planning · March 20, 2019
Sending your children off to college can be expensive, and financial aid plays a big role. If planned strategically, you can help save funds for college without increasing your expected family contribution or reducing your child’s financial aid eligibility. Here are some common assets that can affect your child’s financial aid eligibility, that you might not have considered.