Not all the gifts this season will be wrapped up in packages. Some will be generational gifting, elder law attorney ...

Upstream gifting is a tax and estate planning strategy that calls on giving highly-appreciated assets to someone in an older generation, who in turns leaves the assets to the original owner's ...

TD Bank's 2024 Merry Money Survey found that, "Nearly half (45%) of consumers plan to gift experiences over physical items, with younger generations leading the way. Gen Z (68%) and Millennials ...