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,

About the Podcast

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Ditch the Suits - Your Money, Your Life

About your host

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Travis Maus

As CEO, senior Wealth Manager, and host of "Ditch the Suits," Travis is committed to empowering all S.E.E.D.'s clients and employees to be their best and receive the highest care and support.