Questar Capital Partners
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06/04/2026
The First Home: Leveraging the Gift Tax Exclusion for Generational Asset Transfer
Assisting an adult child with a down payment is a major life event and a sophisticated move in wealth management. Rather than a simple transfer, we structure the gift to maximize the annual gift tax exclusion for both parents, ensuring the money is delivered efficiently and minimizes any impact on your lifetime exclusion amount. We coordinate with lenders and your legal team to ensure a seamless and tax-smart transaction.
For more information visit: questarcap.com
Not everyone has access to the financial guidance they need to secure their future. In our latest conversation, we explore a powerful vision for giving back to the community by supporting those who are underserved.
Many individuals face pressing financial concerns but simply don't have the assets to hire a professional advisor, nor a financially astute network they can comfortably turn to for advice. We discuss a dream initiative: mobilizing experienced, older financial advisors to donate just an hour of their time to sit down with people who have nowhere else to turn.
By bridging this gap, experienced professionals can make a profound, positive impact on people's lives through accessible, judgment-free financial education.
🎧 Listen to the full conversation on the Buyouts, Business, and Bourbon Podcast Here: https://www.youtube.com/watch?v=6hRfJfE2QTc
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115 W Century Road, Suite 180
Paramus, NJ
07652
