What parents need to do before sending their kids to college - podcast episode cover

What parents need to do before sending their kids to college

Aug 19, 20228 min
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Episode description

If your child is going off to college for the first time, there are many things that you have to send with them, including financial documents. Erin Smith, director of estate planning with Edelman Financial Engines, joins Soledad and Jean to explain what those documents are, and why they’re so important.

 

Neither Financial Engines Advisors L.L.C. nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.

Edelman Financial Engines estate planning specialists cannot provide guidance on service-related items, help with account paperwork or give guidance on custodian processes.

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