Beyond Dollars

Grandparents: UTMAs/UGMAs, 529s, Trusts & More


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Recently, one of our team members at Cannell & Spears became a first-time grandparent, an incredibly special experience. Today, after decades of stock market and home value appreciation, grandparents are often able to give more than just the gold in their hearts – they can be a big financial help as well.

We often get questions from new grandparents about the best way to help. While everyone’s circumstances are different, we put together a primer on some ⁠ideas⁠ that we expand on in this episode.

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Beyond DollarsBy Cannell and Spears