Shared knowledge is shared strength

We believe in the value of ongoing education and the powerful impact of sharing experiences and insights. This active collaboration is the glue that strengthens the bond between client and advisor. Access our latest thinking here.

“There are a variety of ways for you to make transfers to children that are not treated as taxable gifts.”

Back To Topical Viewpoints

Some Things to Consider about Gifts to Children

If you make significant gifts to your children or someone else’s children, or if someone else makes gifts to your children, there are a number of things for you to consider.