Season 1 · Episode 41
The Family Support Playbook: Gifting, Loaning, and Renting Explained
The Practical Planner · wealth.com
May 13, 202532m 5s
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Show Notes
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.