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Tag: Retirement Account

An Optimal Approach to Beneficiary Designations and Your Children

October 29, 2024

By Gina Lin

At Sand Hill, we work with multi-generational families and one request that we sometimes see from clients is a preference to name minor children as account beneficiaries. Unfortunately, minors are legally unable to own property; therefore, they cannot inherit investment assets in their own name. Naming minors outright will lead to unnecessary complications for their … Continued

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