Family Bank Sacramento

06/08/2019

What's in your budget?

As the internet debate on Americans spending more than $1,400 a month on “non-essentials” continues to rage, we look at what affluent people themselves truly...

03/31/2019

Quite a feat to get everyone smiling at the same time! Thank you all for a great Family Bank yesterday! 💚

03/31/2019

Hey March 30th Family Bankers, remember what we talked about? 🙂 Let's get started!

03/26/2019

Does the IRS care about family loans? 🧐

The IRS isn't concerned with most family loans to your son or daughter. However, there are exceptions. Find out how to handle giving money to your kids.

03/26/2019

Learn more: www.SacFamilyBank.com

Why do people start a Family Bank?

03/25/2019

Online intra-family loan calculator
(although our spreadsheet is WAAAY better..) 😁

Our powerful but easy to use intra-family loan calculators will help you build a loan that fits!

03/24/2019

A tax benefit of an intra-family loan is as follows: the difference between the low interest rate on the loan, and the rate of return on the assets purchased with the loaned money, passes to the family member receiving the loan without payment of any transfer tax.

What are intrafamily loans, and how can you use them to transfer wealth? Learn from Wilmington Trust:

03/23/2019

Our Doodads have arrived!
(Family Bankers have a 10% chance of winning a Doodad during the event & 100% chance of learning something new!)

03/22/2019

In good times and bad, a Family Bank can help...

Brad Pitt and Angelina's divorce is getting a lot of press, including the fact that he made a $8 million loan he made to her to buy a home. The intra family loan is a great way to provide liquidity to family members provided it is done with the right advice and structure.

03/21/2019

What do YOU think the
biggest benefit
is of your Family Bank?

03/19/2019

We've just been informed that our web-host is down. They say they are working hard to get it back up. In the meantime, we've redirected the site to a simple email capture form. It'll take a few minutes to update...