The Practical Planner

The Family Support Playbook: Gifting, Loaning, and Renting Explained


Listen Later

Helping kids financially isn’t one-size-fits-all. In this episode, Thomas Kopelman, Anne Rhodes, and David Haughton unpack the nuanced differences between gifting, loaning, and renting when supporting family—especially when it comes to housing. They explore the legal, tax, and emotional factors behind each approach, including intra-family mortgages, interest forgiveness, and structuring rental agreements. From IRS considerations to preserving family dynamics, this episode helps advisors and clients make smart, intentional decisions when offering financial support.

...more
View all episodesView all episodes
Download on the App Store

The Practical PlannerBy wealth.com

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

22 ratings


More shows like The Practical Planner

View all
Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

195 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

667 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,013 Listeners

The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, and Dan Bortolotti

The Rational Reminder Podcast

458 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

456 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,112 Listeners

The Long View by Morningstar

The Long View

901 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

246 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

107 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

123 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

149 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

857 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

133 Listeners

Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

Facts vs Feelings with Ryan Detrick & Sonu Varghese

43 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

141 Listeners