Episode 15
How to Start Gifting Money to Your Children (The Right Way) | Multi-Generational Planning Pt. 3
How do you actually start passing wealth to your children, without creating confusion, conflict, or costly mistakes?
In this episode of Ditch the Suits, we wrap up our multi-generational financial planning series by focusing on how to implement a gifting strategy the right way.
We break down how to structure gifting, manage taxes over time, and create a plan that supports both your financial goals and your children’s long-term success. We also explore the importance of working with the right financial advisor and how to ensure your plan is executed smoothly across generations.
What You’ll Learn:
• How to start gifting money to your children in a structured way
• How to manage taxes and reduce your taxable estate over time
• The difference between fee-only advisors, fee-based advisors, and brokers
• Why your financial planner should be aligned with your family—not just you
• How to involve your children without overwhelming or controlling them
• How to create a smooth, coordinated wealth transfer strategy
Who This Is For:
Parents, families, and high earners who are ready to implement a thoughtful wealth transfer strategy and want to do it in a structured, intentional way.
Key Takeaway:
A successful wealth transfer is about building a system that supports your family, your values, and your long-term vision.
Learn More:
If you’re looking for a financial plan built around your life, not just your number; visit: https://www.seedpg.co,
