Sep 18, 2019 at 8:45 at the DCA’s Lilian Gade room.
Outright gift 15k per year per person (2019)
Car/Family trip
Help with purchase of first car
Take kids on trip at a certain age
Full family cruise or trip etc.
House (Loan with provision to be paid back if divorce etc)
Buy house and set up LLC
Education/College
Help with student loans
Pay college directly
Pay health care for students
Saving strategy – 529; credit card; IRA
2nd home – transfer ownership
“Big Event” (new business/move/medical etc)
One off decision
Host: Doug Campbell