Tag: deed of gift

7 ways to give your kids money

A trust? A loan? A Deed of Gift? Parents with cash-strapped children may wonder what is the best way to help their kids. Before you open your wallet, you may want to read this.

September 3, 2020

Family

Can I help my kid with their first mortgage?

Getting into the house market these days is hard. Here are four ways parents can help their adult children and some things to think about before they hand the money over.

May 1, 2019

Family / House / Spend /Play /Travel

The wealth you’ll share

In the years to come, trillions of dollars will move from one generation to the next. Are you confident your family and loved ones will receive the assets you intend for them? The case for a family wealth transfer plan.

November 15, 2018

Retirement / Family

Have Cash to Give to Family? Be Generous the Smart Way

When someone gifts money or assets to another, it is not uncommon that a third party may question that transaction and claim it wasn’t intended as a gift. Documenting your intentions through a deed of gift when you make a gift of money is one way to avoid messy legal challenges.

August 4, 2017

Family

Downsizing Your Home In Retirement

Downsizing from a large family home to smaller place may seem like a natural progression as you near retirement age. But consider these factors before you make the big move.

June 5, 2017

Retirement / Family / House

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