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How to Gift Money to Adult Kids the Smart Way

Private California & Utah Financial Planner

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How to Gift Money to Adult Kids the Smart Way

1 705 просмотров · 1 год назад
Private California & Utah Financial Planner
185 подписчиков
1 705 просмотров · 1 год назад
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: ------------- 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 -----------