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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
Tax Guide

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
A last will and testament document on white paper, representing estate planning for an outstanding family loan
Estate Planning

What Happens to a Family Loan When the Lender Dies? 3 Paths Executors Use

What happens to a family loan when the lender dies? See the 3 paths executors use, the tax rules for forgiveness, and how to avoid a sibling dispute.

Jul 6, 2026Read
Financial planning documents and calculator for family loan tax considerations
Tax Guide

Family Loans and Taxes: Complete 2026 Guide (IRS Rules & Requirements)

Navigate the complex tax rules for family loans in 2026 including current AFR rates, minimum interest rates, reporting requirements, gift tax implications, and how to properly document loans for the IRS.

Oct 1, 2025Read