Episode 10: Family Lending 411

We explore the nuances of lending money to family members, covering priorities, setting expectations, repayment, and the associated tax consequences.
36:50

In this episode of Conversations with Curio Wealth, Jon McGowan, Partner at Liff, Walsh & Simmons, joins the Curio Wealth team to discuss the ins and outs of intra-family loans. How to approach lending money to family members, exploring priorities, setting expectations, repayment, and tax consequences.

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