Gifting money to family and friends | Fidelity

The tax benefits of lifetime gifting

Transferring assets while you're alive may spare your heirs a tax bill later on.

Tax-efficient inter-generational wealth transfer

'Upstream' gifting may help you save on taxes.

Is your gifting fair?

Explore your family's view of who gets what.

Get smart about gifting

Make the most of your gifts by taking taxes, trusts, and legal factors into account.

The tax benefits of lifetime gifting

Transferring assets while you're alive may spare your heirs a tax bill later on.

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New year, new opportunities

These changes may boost wealth-transfer plans.

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Tax-efficient inter-generational wealth transfer

'Upstream' gifting may help you save on taxes.

Understanding the generation-skipping transfer tax

Ways to shelter wealth from gift and estate taxes over multiple generations.

Lifetime estate gift tax & annual gift exclusions

Understand how two key federal tax benefits work.

5 conversations to have about financial gifts

How gifting is practice for generational planning.

How to transfer generational wealth

Building skills for strong family conversations.

Is your gifting fair?

Explore your family's view of who gets what.

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Family conversations are a skill-based sport

10 conversation skills for learning how to talk about anything.

Conversation cues can bring your family together

Expand what your family can talk about when it comes to generational planning.

When someday is today

How a disclosure can open the door to a lifelong conversation with your children about money, wealth, and estate planning.

Help your child buy a home

4 ways to give your kids a hand with real estate.

6 smart ways to save money for kids

Consider these accounts for your family’s future.

How grandparents can help fund education

Learn about tax-advantaged savings options for grandparents.

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Top tips for custodial accounts

A UGMA/UTMA account can help you invest a child's money. Be sure you understand the pros and cons.

What is an ABLE account, and how does it work?

A way to help you save for your loved one’s disability expenses.

Managing estate planning

Tips on protecting your family and legacy.

Making charitable donations

To learn more about ways to give to charity, check out our resources.