Uploaded February 2026 | Updated September 2026, 3 weeks ago
The most common "gift" parents give their children is actually a massive tax bill in disguise.
Many people think adding their child’s name to the deed while they are still living is a brilliant move to avoid the "headache" of probate. But as a retiree,you don't just plan for probate; you plan for tax efficiency. Putting your kid on the deed today is often a six-figure mistake.
Follow my page for clear, no-fluff financial planning steps!
Visit for more - wealthrb.com
#CFP #Financialplanner #retirement #retirementincome #IRS #retirementfinancialplanning #realestate
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.
RB Wealth and LPL Financial do not provide legal advice or tax services. This information is not intended to be a substitute for specific individualized tax or legal advice. Please consult your legal advisor or tax advisor regarding your specific situation.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and RB Wealth Partners are separate entities from LPL Financial.
The most common "gift" parents give their children is actually a massive tax bill in disguise.
Many people think adding their child’s name to the deed while they are still living is a brilliant move to avoid the "headache" of probate. But as a retiree,you don't just plan for probate; you plan for tax efficiency. Putting your kid on the deed today is often a six-figure mistake.
Follow my page for clear, no-fluff financial planning steps!
Visit for more - wealthrb.com
#CFP #Financialplanner #retirement #retirementincome #IRS #retirementfinancialplanning #realestate
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.
RB Wealth and LPL Financial do not provide legal advice or tax services. This information is not intended to be a substitute for specific individualized tax or legal advice. Please consult your legal advisor or tax advisor regarding your specific situation.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and RB Wealth Partners are separate entities from LPL Financial.
