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[quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous]We have three kids and each of them utmas funded by a grandparent. There is a wide gap in our kids ages resulting in a wide gap in the UTMA value. The oldest kid has close to 230k in his utma, second 168k. The third kid just 70.

(The oldest kid has 20 plus years with the utma invested. The the grandparent died when the youngest was four or five.)

We are struggling with the disparity. Do we even it out somehow? Do we tell them about the difference? [/quote]

We have had the same issue. I keep a spreadsheet of gifts to our now adult kids so that we can even things out as best as possible. The kids do not have access to this spreadsheet because it isn't perfect. For instance, our 21 year old lucked out with a stock pick that we made and market timing and received $300k from his UTMA this year. He will not be receiving any additional gifts from us until we even out his older siblings which might take a few years. I record the gift on the date that it happens. After that I don't account for things out for stock market performance, inflation, etc. [/quote]

So weird that you didn’t invest the accounts the same? Why were you riskier with his account? Odd.[/quote]

id iot[/quote]

Can you explain your reasoning or just hurl insults?[/quote]

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