Estate Planning

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The 3 Best Ways to Give Your Kid Real Estate — and What Not to Do
Bloomberg Television· 2025-07-23 18:32
The biggest financial handoff in US history is happening right now, and your family could be playing a key role. More than 105 trillion in assets are expected to be passed down over the next few decades. And with housing prices up nearly 70% since 2019, real estate has become the ultimate gift for the next generation.So, how do you give your kids real estate without triggering a tax nightmare. The simplest gift you can give is money for a down payment or other home purchasing costs. You can gift up to $19,0 ...
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Investopedia· 2025-07-08 11:30
It's not easy to talk money with your parents, but having the discussion now ensures that you can fulfill their wishes when they pass. Here's what to ask. https://t.co/0fFHxllou8 ...
Protecting financial assets amid immigration raids, deportations
CNBC Television· 2025-06-30 16:49
President Trump has ordered ICE officers to carry out the single largest mass deportation program in history. It's escalated migrants, immigrants rather, fears of being detained or deported. Today, we spoke with CNBC senior personal finance correspondent Sharon Eper about the financial impact of these actions.And her first tip is to make sure your money and property are protected. This is actually something that everyone should think about in terms of protecting their finances. And the first is to just have ...
Insights Live: Real Estate And Your Financial Plan | Fidelity Investments
Fidelity Investments· 2025-06-03 07:00
The new year is a great time to revisit your financial plan and make sure all aspects of your financial house are in order. Join the Insights from Fidelity Wealth Management℠ team as we address this broad subject. Specific topics we'll cover include: - Choosing short, medium, and long-term goal and strategies for achieving them - Creating plans for unexpected events like market volatility, job loss, and inheritance - Ensuring your investment strategy and asset allocation are aligned with your goals - Tax ti ...