“I’m confident that I will never exceed the lifetime gift-tax exemption.”
Tag:
son
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Stocks
‘Fairness is important to us’: We sold our family business to our son at a discount. How can we make this up to our other child?
“We did not seek or consider other offers. We engaged several professionals throughout the process.”
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Stocks
‘She spent over $1,000 a month on weight-loss drugs’: My son wrecked his finances after meeting his girlfriend. Who’s to blame?
“My son is smart — he really is — but he was in love.”
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Stocks
‘He never asks for anything’: I’m 61 with a $1.5 million 401(k). My girlfriend says I do too much for my son, 28. Is she right?
“I recently gave him $20,000 for a newer car and had him finance the rest.”
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Stocks
‘I’m desperately trying to do right by everyone’: I’m giving my son $250K and my daughter 50% of a property. Is that fair?
“My son had no financial input into that property.”
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“My other children have relationships, but they are unmarried and have no children.”
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Stocks
When my friend was on her deathbed, her parents took $25,000 in cash and won’t give it to her son. Do we tell him?
“They are a very religious family. These are the same people who hug the altar every week.”
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Stocks
I put my $500K inheritance into a joint account with my husband. Can I leave half of it to my son from a previous marriage?
“If I predecease my husband, my will states that my son will receive half of this account.”
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Stocks
I’m 85 with 2 kids and $4 million. My daughter wants a larger share of my estate than my son to compensate for unequal treatment by her father.
“My daughter has severe health issues — lymphoma, which is now in remission.”
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Stocks
My husband and I spend more money on our daughter and her family than on my single son. Do we compensate him?
“I want to be as fair as possible and avoid any potential resentment down the line.”
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