Millions of successful business owners are contemplating the next chapter in their company and personal legacies. This comes just as the generous estate and gift tax exemption limits are on the cusp ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Jose Luis Pelaez Inc / Getty Images The term gift splitting refers to an estate planning ...

A while ago I wrote about a financial gift that my parents made to my husband and me shortly after our marriage. While it wasn’t a huge sum of money, it helped us purchase a better first home than we ...

Gifting money can be a generous and thoughtful gesture, but without proper guidelines, it can lead to misunderstandings and family drama. Essential rules can ensure your monetary gifts are received ...

During the holiday season, brands often turn to gifting as a loyalty tool—but what separates transactional tokens from meaningful gestures is personalization with intention. According to Tal Keshet, ...

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Individual retirement accounts cannot be gifted during the owner’s lifetime. Once funds are withdrawn from an IRA, they are generally taxable. But funds outside of IRAs can be used to beef up ...