Season 3 Episode 8: Opening Doors: Helping Your Children Without Closing Your Future

Suzanne Porske and Rachelle Harp discuss strategic ways to help adult children buy homes and gift down payments, highlighting tax implications, legal considerations, and financial planning strategies.Key TopicsGifting strategies for down paymentsTax implications of gifting and property ownershipEstate planning and documentation for giftsCapital gains considerations when transferring propertyStrategies to mitigate Medicare and tax impacts