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Dollars & Sense, Rules for Gifting Money…

Dollars & Sense, Rules for Gifting Money…

November 21, 2021

Gift Tax, Capital Gains, UGMA, UTMA? Stuff to know in advance.

Marc shares many of the important rules surrounding ‘gifting money’. You need to know what happens in advance of the gifting. Gift by way of a charitable contribution, to an adult family member or minor. What’s the gift tax exclusion? What’s the capital gains tax? … and more. Be in the financial know.


During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.

Financial Planning and Investment advice is offered through Freedman Financial, an SEC Registered Investment Advisor located in Peabody, Massachusetts. Securities are offered through LPL Financial, a Member of FINRA and SIPC. Freedman Financial is a separate entity from LPL Financial.

Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.

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