• when a minor is a beneficiary

When a Minor is a Beneficiary

Some factors for parents & grandparents to consider.

Naming a minor as a beneficiary brings up a major concern. If parents or grandparents make a child a primary or contingent beneficiary of an insurance policy, IRA or investment account, they should be aware that most policies and investments will not directly transfer to a minor. They […]

By |July 21st, 2015|Financial Article|
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