How to Gift Money to Adult Kids the Smart Way
Автор: Private California & Utah Financial Planner
Загружено: 2025-01-29
Просмотров: 662
Описание:
When it comes to giving financial gifts to adult children, trust and planning are everything. It’s not just about the gesture, it’s about the intention behind it and making sure it works within your financial picture.
There are a few rules and considerations to keep in mind when it comes to financial gifts. It’s not just about the amount; it’s about where the money is coming from, how it aligns with your overall financial plan, and the conversations you have around it.
In this video, I dive into some of these rules and share insights on strategies you can take to provide gifts to your adult child. It’s all about thoughtful giving while keeping your financial priorities in check.
Watch the video to learn more about how to approach these decisions with clarity.
#FamilyWealth #MoneyManagement #lanningfinancial
Lanning Financial
100 Pine Street, Suite 1250
San Francisco, CA 94111
Phone: 414-354-5699
For more information, visit: https://lanningfinancial.com/
/ jessicalanning
YouTube Chapters:
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0:00 Teaching Kids Financial Responsibility Through Gifts
2:35 The Importance of Gifting for Long-Term Financial Support
4:33 Navigating Parenting Decisions Around Financial Gifts
8:48 Understanding the Tax Rules and Limits on Gifting
17:55 Strategic Ways to Help Kids Without Undermining Their Financial Independence
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