For most people, holiday giving doesn’t require a disbursement of funds from a financial adviser, but for the wealthy, this time of year is all about making structured gifts to family and charity.

In your case, you might ask your daughter if there’s a reason your granddaughter prefers cash gifts. Many times, practical ...

I'm planning to use gifting out of surplus income to mitigate inheritance tax, but I need to understand how this works.

Suddenly, wealthy families are faced with the prospect of possibly losing an opportunity of transferring wealth out of their estate ... has the means to make a large gift doesn’t necessarily ...

However, there are some guidelines to help you make the choice ... Retail Federation pointed out that about 33% of people plan to give money or another graduation gift. According to the National ...

Knowing the annual gift tax exclusion can save you money and spare you from filing ... meaning you need to make 2024 gifts before Dec. 31, 2024. The IRS recently announced increases in gift ...

Inflation is making gift giving more difficult ... t participate in group gifting, opt out with a simple explanation. If you feel pressure to contribute money you don’t have for a combined ...