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Gifting Assets to Your Children: Tax and Creditor Considerations

Gifting Assets to Your Children: Tax and Creditor Considerations

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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.

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