Her Wealth Blog

Valuable advice for the financially savvy (and those who want to be!)
How to give to family and friends — and avoid gift taxes
Here's what you need to know about giving financial gifts to organizations, family members, and friends.
Dawn Doebler, MBA, CPA, CFP®, CDFA®, Senior Wealth Advisor


Each blog post featured here contains the opinions its respective author, each of whom is an employee of The Colony Group, LLC (“Colony”). The posts may not necessarily reflect the opinions of Colony as a whole. Any information presented here should not be construed or relied upon as legal or financial advice or a solicitation to purchase or sell securities. All investments involve risk – including loss of principal. All investors should consult with an investment professional before making any investment decisions.