home loan finance blog

Question: Dear Mr. Pancheri, I read your great article Gifting Real Estate Under the Annual Gift Tax Exclusion. In this article you explain that an LLC can be used to accomplish this. I am considering an LLC as a method to gift my house to my son. I have two …

If you’re like most people, you have some good personal and financial records. It’s just that they’re in a dozen or more locations known only to you. I grew up in a household where it was not unusual for my mom to be frantically running around “Where is my purse?”, …

An endowment can be a great way to gift money or property to an institution. It stipulates that the gift be invested and the principal always remain intact. This means that the institution will have a continuous flow of funds from the interest. There are many types of endowments that …