Should You Transfer Your Home to Your Adult Child?
Buying a house in today's overheated real estate market can be challenging — especially as mortgage rates are on the rise. But financially secure parents who are considering downsizing or relocating to greener pastures may Read More
Jul 07, 2022
How to Make the Most of the Annual Gift Tax Exclusion
The holidays often inspire a spirit of generosity. So, at year end, many people decide to give money or assets to their loved ones. Over time, lifetime gifts can also be an effective way for Read More
Jan 20, 2022
How to Make the Most of the Annual Gift Tax Exclusion
The holidays often inspire a spirit of generosity. So, at year end, many people decide to give money or assets to their loved ones. Over time, lifetime gifts can also be an effective way for Read More
Dec 02, 2021