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Latest From Our Blog

Q&A: "What Are the Trade-Offs Between Gifting our House to our Children and Having it Pass to Them from our Estate? How can we Figure out Which Option is Best?"

Question and background: What are the trade-offs between gifting our house to our children and having it pass to them from our estate? How can we figure out which option is best for us? My wife and I are fortunate enough to own a lovely home in Southwest Denver that we'd like to pass on to our oldest daughter. We'd like to gift it to her today, but we're wary about the taxes and penalties involved. While our expenses should be covered, we also wouldn't want to leave her in a situation where she has to sell the home when the time comes. Is there a way we can give her the home today? Or will she end up having to pay a bunch in taxes?

Estate Matters Tax

Counting on an Inheritance? Count Again.

An interesting article and infographic from the Wall Street Journal...both from the perspectives of baby boomers and of their parents. Many baby boomers are likely to receive less money from mom and dad than they thought. The "wake-up call": they may even have to help their parents financially instead. WSJ: Counting On An Inheritance? Count Again.

Estate Matters