Jason Foster, JD, AEP
There is much to consider from a financial, tax, legal and estate planning perspective when assisting a child in buying a home, transferring or selling real estate to a child per an agreement, or even utilizing a trust arrangement.
The hope is that this article introduces available options to the parent who desires to assist their adult child in acquiring a home and details helpful information and considerations in utilizing the opportunities discussed.
Disclosure
Terry Hefty, Noel Bennett, John McCorvie, Tara Hefty, Jason Foster, Terry Robinette, Brent Yanagida, Julie Pribble, Johnny Russell, Bethany Aylor, Sophie Berglund, Grant Bugner | Peak Asset Management, LLC | 303.926.0100 | 800.298.9081 | 1371 E. Hecla Drive, Suite A | Louisville, CO 80027 | PEAKAM.COM
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