5 Concerns When Gifting a Down Payment on a Home

Posted on: January 5th, 2016
Family members might want to gift money to children to be used toward a down payment on a home. Cash down payment gifts, when not handled properly, could trigger tax consequences or create other complications....

Year-End Gifting to Charities

Posted on: December 15th, 2014
The spirit of the holiday season is a generous one. According to the National Center for Charitable Statistics, “The last few months of the year make up what is commonly called the Giving Season for the nonprofit community.” ...

Gifting Trends Among Wealthy

Posted on: October 20th, 2014
How and why individuals choose to donate to charities are influenced by several factors. Tax incentives for charitable giving are believed to be driving gifting trends, but there are also personal values and family legacies to consider. ...
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