Sterling Edge Blog

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Kit Lancaster, CFP®, AWMA®

Gifting Strategies for Minors: Why Grandma's Favorite Account Still Wins.

We've spent a lot of time recently talking about the shiny new toys in the financial world (looking at you, "Trump Accounts"). But sometimes, the old school tools are still the best tools. Today, I want to dust off a classic. It's the account your gr...

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