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How to Transfer Property to a Family Member Without Paying Taxes - Christine Matus
From The Matus Law Group – How to Transfer Property to a Family Member Without Paying Taxes explores the ins and outs of moving real estate into the hands of loved ones in a tax-efficient way. This episode opens with the federal landscape of gifts, estates, and mortgages, explaining how a seemingly generous act can trigger complicated tax consequences if you’re not careful. It covers key concepts like the annual gift exclusion, the lifetime gift and estate tax exemption, and how looming changes could affect your plans.
In the second segment, we shift focus to the state level — specifically…
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