Gregory review: Carrie in Old Metairie wants to know how to give money to her kids beyond the normal annual gifting limit in the tax code.
Byron in Metairie reminds you that gifting beyond the tax limits can be filed against the estate tax basis.
If you turn Full Retirement Age for Social Security this year, you may want to take advantage of the different rules for your FRA year.
Dwayne Stein of Mortgage Gumbo explains how a storyline from the Tiger King show isn't so far fetched.
Can you borrow money from your wife's trust to buy a beach house, and pay the trust back like a mortgage?
It's a sellers market, but homeowners are staying put for a median of 13 years. With eviction moratoriums freezing small landlords, and fewer homes available, the real estate market is incredibly tight.
Mike in New Orleans asks if he can get a mortgage for more than the property is worth.
Paul in Amite wants to refi to pay off his variable HELOC.
Can Michael in Kenner do a mortgage refinance to pay off his Home Equity Loan and tax debts?
Ron in New Orleans asks Gregory and Dwayne if Title Lock Insurance is a necessity.
What happens if you've gifted enough money to use up your lifetime exclusion for the Estate Tax, and then the estate threshold gets lowered? Are you on the hook for taxes on that gifted amount?
If you turn Full Retirement Age this year, these are the special rule changes you need to know about.
Wayne in Slidell is buying a house. Should he put more money into the down payment, or should he invest that money?
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