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Custodial Accounts

In certain circumstances, it may be beneficial for a parent or grandparent to oversee the financial assets of children who are too young to assume control of such assets. Custodial accounts are an option where a custodian controls the assets until the child is no longer a minor, but the child still maintains ownership of the assets.

Click here to learn whether a Custodial Account might be an important option for you.

If you are unable to read the Custodial Account brochure, call us at 1.800.222.1226 or visit us at our office.

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The information contained in the brochure is not intended to be legal or tax advice. Before entering into a Custodial Account Agreement it is strongly recommended that you consult a qualified attorney and qualified tax advisor.

(Last Update:3/7/2014)