UTMA
Type of custodial account that has no restrictions on the type of property that can be gifted. In contrast to UGMAs, gifts may be made inter vivos (during the lifetime) as well as testamentary (after death)
Type of custodial account that has no restrictions on the type of property that can be gifted. In contrast to UGMAs, gifts may be made inter vivos (during the lifetime) as well as testamentary (after death)
CFP® certification is a voluntary certification granted in the United States by Certified Financial Planner Board of Standards, Inc. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Individuals who become certified are required to complete continuing education.