In our weekly series, readers can email any question about their finances, to be answered by our expert, Rosie Hooper. Rosie is a chartered financial planner at Quilter Cheviot Financial Planning and ...

Dear Liz: My wife and I have purchased a few properties over the years and now we would like to give these properties to our children. I’ve read that the best way to gift properties is to wait until ...

Separately, the lifetime gift and estate tax exemption (the amount you can transfer over your lifetime and at death before paying federal estate or gift tax) is scheduled to rise to an ...

Forbes contributors publish independent expert analyses and insights. True Tamplin is on a mission to bring financial literacy into schools. This article is more than 2 years old. Understanding and ...

Many people traditionally reserve most of their gifting for their legacy. However, a proactive approach to gifting allows you to start building that legacy today. As the saying goes, “It’s better to ...

Mortgage brokers are receiving a growing number of enquiries from homeowners looking for ways to use a property to help them avoid inheritance tax since the government revealed its plans to include ...

Selling Swag Partners' founder explores how companies leverage gifting programs to streamline operations, control budgets and enhance brand consistency. In the competitive landscape of multifamily ...

The sky did not fall after all. For all the handwringing and prognostication, wealthy families (and their advisors) breathed a sigh of relief with the passage of the One Big Beautiful Bill Act (OBBBA) ...