How to Pass Wealth to Your Kids the Right Way | Brett Rentmeester

Wealthion Team
Apr 28, 2026

You Asked, Brett Rentmeester Answers.
The WindRock Wealth Management founder joins Maggie Lake to lay out a lifelong plan for passing wealth to the next generation, from a child's first 529 to multi-million-dollar estate transfers. He covers the $19,000 annual gift exclusion, how to accelerate five years of 529 contributions into one $95,000 deposit, a Roth IRA gifting strategy that forces young adults to start saving tax-free from day one, and the $15 million lifetime exemption. For higher-net-worth families, he also explains discounted gifting, minority-interest valuations, and how trusts and LLCs protect family wealth from divorces and lawsuits.

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