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.

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.

Everyday Wealth, a nationally syndicated radio show and podcast hosted by Jean Chatzky, explores important financial decisions and how they affect our lives. Every week Jean discusses the current events, policy updates and life changes that are impacting our financial well-being. The show covers a range of topics and strategies, such as wealth management and generational planning, retirement income and tax-efficient investing. Joined by Edelman Financial Engines wealth planners and industry experts, listeners hear fresh and compelling insights and strategies to help elevate their financial potential.

For more information and air times, please visit EverydayWealth.com

Everyday Wealth, a nationally syndicated radio show and podcast hosted by Jean Chatzky, explores important financial decisions and how they affect our lives. Every week Jean discusses the current events, policy updates and life changes that are impacting our financial well-being. The show covers a range of topics and strategies, such as wealth management and generational planning, retirement income and tax-efficient investing. Joined by <a href="&lt;a%20href=&quot;https://www.edelmanfinancialengines.com/&quot;%20target=&quot;_blank&quot;&gt;Edelman%20Financial%20Engines&lt;/a&gt;">Edelman Financial Engines</a> wealth planners and industry experts, listeners hear fresh and compelling insights and strategies to help elevate their financial potential.
For more information and air times, please visit <a href="&lt;a%20href=&quot;https://www.everydaywealth.com/&quot;%20target=&quot;_blank&quot;&gt;Everyday%20Wealth&lt;/a&gt;">EverydayWealth.com</a>

Because Money Doesn't Come with Instructions

Advertisement