Whether they want to grow up to be a farmer or a firefighter, as parents and grandparents we want to support them and their dreams, as best we can.
Let First American Bank and Trust Investment Services, available through Sorrento Pacific Financial, LLC, help you; help your children and grandchildren by:
Discussing the different plans available and uncovering what’s best for your family:
- 529 Plans**
- Coverdell Education Savings Accounts
- UGMA & UTMA Custodial Accounts for Minors
Answer frequently asked questions by Grandparents
- Will Medicaid count my Grandchild’s 529 plans as a part of my assets?
- Can I access the money in the event of an emergency?
- Can a 529 plan affect my grandchild’s chance of receiving Financial Aid?
To learn more about higher education planning needs, contact us today to schedule a free, no-obligation appointment.