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Reply to "dropping hints about helping financially"
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[quote=Anonymous]Hi OP. I rec'd $ from my parents every year for about 30 years. Also inherited when they both passed. I like the idea of the 2 of you meeting with the financial advisor to talk about the tax benefits of gifting an annual amount. This will literally save your Mom's $ from going to the IRS. It just makes sense. B4 you schedule the meeting with the financial advisor I would talk to your mom and see if this is a meeting she would like to have. I think that if the meeting goes well and and the annual gifting is set up, maybe when your mom mentions helping with something financially you could say -- great idea Mom, we could use some of the annual gift $. [/quote]
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