Gifting to Your Children

Service Description

*****Postponed due to COVID-19 please check back for updated schedule**** Although Gifting to Your Children may seem simple and straightforward, it can be difficult and overwhelming! (How do we gift our Family Cabin?!) Many families have complex dynamics and parents often struggle with determining what is ‘fair’ and if ‘fair is equal’. Parents of Adult Children are now evaluating the best way to Gift and if holding on to their wealth until they are gone is the best option. ‘Giving while Living’ without jeopardizing your retirement, can be fulfilling, helpful and financially beneficial. In this Seminar, scenarios and solutions will be debated and discussed by Professionals to help you: - Empower your children through strategic gifting - Avoid misunderstandings and disputes with proper documentation - Understand the tax and legal implications of taxable gifts and loans *Audience: Recent Retirees and Older Adults.

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