October 9, 2016 Leave a comment
Portfolio Eight has a value of $3285. The beneficiary contributed $1000 and the trustee $2000 for a total of $3000.
Setting Up a Trust Fund for Kids, Along with General Investment Information
Portfolio 2 has a value of $31,055.The beneficiary contributed $7000 and the trustee $14,000 for a total of $21,000. This portfolio has a $10,000 CD to provide stable value and 2 core ETF’s. This year a biotech ETF was added, as well.