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 Topics Gifting strategies for down payments Tax implications of gifting and property ownership Estate planning and documentation for gifts Capital gains considerations when transferring property Strategies to mitigate Medicare and tax impacts