Giving away large sums of money is not so easy, however. There are tax rules involved that affect both the giver and the receiver, so strategies need to be planned carefully. That's where ...
For most people, holiday giving doesn’t require a disbursement of funds from a financial adviser, but for the wealthy, this time of year is all about making structured gifts to family and charity.
But giving away money before death – so-called “living inheritances” – is also becoming more popular. Britain’s inheritance tax rules are complex, however, and there are various traps ...
I’ve tried to atone for it, raising money for an organization that helps ... to 3 percent of our annual income and decided to give it away as we went. We left $50 tips for hotel maids, gave ...