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Insights, guides, and updates to help you navigate loans and agreements.

Two people reviewing and signing a document together at a table, representing a family loan forgiveness being finalized in writing

How to Forgive a Family Loan Without a Gift Tax Bill in 2026

Forgiving a family loan counts as a gift to the IRS. See the 2026 exclusion amount, when Form 709 is required, and how to document it correctly.

Jul 15, 2026Read

Grandfather carrying his young granddaughter, an intergenerational family moment

Loans to Grandchildren: The Generation-Skipping Tax Trap Most Families Miss

Loans to grandchildren face a tax risk parent-child loans do not: the generation-skipping transfer tax. Here is how to structure one correctly.

Jul 13, 2026Read