The Family Office Insider
The Family Office Insider
Podcast Description
Are you a successful family looking to make smarter financial decisions and maximize your life’s work? At Three60 Wealth, a trusted Family Office in Calgary for over 15 years, we’ve helped families like yours navigate wealth, investments, and financial planning.Now, we’re bringing that expertise straight to you! Each episode, we’ll break down key financial topics, answer common questions, and share insights that can help you take control of your financial future.Whether you're looking for strategies to grow your wealth, preserve your legacy, or make informed financial choices, this podcast is for you.Hit follow and join us on this journey—because your financial future deserves a 360-degree approach.
Podcast Insights
Content Themes
The podcast explores key financial topics including legacy planning, investment strategies, and wealth management challenges faced by affluent families, with episodes like How Much is Too Much to Leave Your Children and Tax Implications When Gifting a Property to a Child, aiming to provide actionable insights for listeners.
Are you a successful family looking to make smarter financial decisions and maximize your life’s work? At Three60 Wealth, a trusted Family Office in Calgary for over 15 years, we’ve helped families like yours navigate wealth, investments, and financial planning.
Now, we’re bringing that expertise straight to you! Each episode, we’ll break down key financial topics, answer common questions, and share insights that can help you take control of your financial future.
Whether you're looking for strategies to grow your wealth, preserve your legacy, or make informed financial choices, this podcast is for you.
Hit follow and join us on this journey—because your financial future deserves a 360-degree approach.
Should You Gift Assets to Your Children Now or Later?
Family Office Insider Podcast | Hosted by Jason Nagel
In this episode of the Family Office Insider Podcast, Jason Nagel explores a question that many parents face: Should you gift assets to your children while you're still alive, or wait until your passing?
Jason breaks down the key considerations behind both strategies, including:
- The emotional and educational benefits of gifting during your lifetime
- Tax implications and the concept of deemed disposition
- The impact on your estate size and ultimate tax liability
- Potential creditor risks your children may face
Whether you're thinking about gifting cash, property, or investment accounts, this episode will help you better understand the planning process, and the importance of aligning your decisions with your overall goals and risk tolerance.
If you're interested in a complimentary conversation to see if we're a good fit, visit us at Three60Wealth.ca.
Disclaimer
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