Personal Finance
How do I leave money to grandchildren?
Quick Answer
The best vehicles to leave money to grandchildren are 529 plans (tax-free education), UTMA/UGMA custodial accounts (transfers at age 18–25), and trusts (full control over timing and use). Direct gifts above $19,000/year/grandchild use lifetime exemption.
Warren Team
Updated April 26, 2026
39
Warren Team
Updated April 26, 2026
39
Important Disclaimer:
The information provided is for educational purposes only and should not be considered as personalized financial advice. Warren is a registered investment advisor. Past performance does not guarantee future results. Please consult with a qualified financial advisor before making investment decisions.
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