Estate Planning with Spousal Trusts | Family Office Insider

In this episode of Family Office Insider, Jason Nagel explores the powerful estate planning tool of spousal trusts, particularly in the context of blended families.

When individuals with children from previous relationships remarry, ensuring financial security for both their spouse and their children can be complex. A spousal trust provides a strategic way to support your spouse during their lifetime while ensuring your assets ultimately pass to your intended beneficiaries.

Jason breaks down how spousal trusts work, what types of assets can be included, and why they can be a critical part of a well-structured estate plan. If you're looking to protect your family's financial future, this episode is a must-listen.

For more insights on wealth management and estate planning, visit us at Three60wealth.ca. Don't forget to follow the podcast for more expert financial guidance!

Trusts & Estate Planning: What You Need to Know

In this episode of the Family Office Insider Podcast, Jason Nagel, founder of Three60 Wealth, dives into the complexities of estate planning for families with a family trust. He explains why assets held within a trust are not governed by a will and highlights the importance of appointing the right trustees and creating a letter of wishes to guide them. If you have a family trust, understanding these nuances can help ensure your estate is structured according to your intentions. Listen now to gain valuable insights, and visit Three60wealth.ca to learn more.

How Much is Too Much to Leave Behind for Your Children?

How much wealth should you pass on to your children? It’s a question many affluent families grapple with, and the answer isn’t one-size-fits-all.

In this episode, Jason Nagel, founder of Three60 Wealth, explores the balance between leaving a meaningful inheritance and ensuring it has a positive impact. He discusses how family values, your children's financial maturity, and long-term goals play a crucial role in determining the right amount.

Join us as we navigate this complex question, offering insights that may help you address this within your family. If you're looking for guidance in structuring your legacy, visit us at Three60Wealth.ca. to see if we are the right fit for you.

Follow our podcast for more insights on wealth planning and estate planning.

Join Jason Nagel, founder of Three60 Wealth, a Calgary-based family office, as he delves into the critical financial topics that impact successful families and business owners. In each episode of Family Office Insider, Jason shares expert insights on wealth management, estate planning, investment strategies, and the unique challenges high-net-worth families face.

In this episode, Jason explores the risks of having just one spouse control the family's finances while the other remains uninvolved. What happens when the financial decision-maker is no longer there? How can both spouses stay engaged to ensure long-term financial confidence? Learn how proactive planning and shared financial involvement can empower families and create a more secure future.

Tune in for practical guidance, real-world examples, and strategies to help you take control of your wealth. Visit www.three60wealth.ca to see if Three60 Wealth is the right fit for your family’s planning needs.

In todays episode, we are discussing the tax implications that could arise should a parent decide to gift a property to their child. It is important to consider the tax implications when transferring property or other assets to a child.

Many people assume investment planning and financial planning are the same, but they serve distinct purposes in building long-term financial success. In this episode, I break down the key differences between the two, why each is essential, and how understanding them can help you make more informed decisions about your wealth. Whether you're looking to grow your investments or create a comprehensive financial strategy, knowing what kind of advice to seek is crucial.

Tune in to gain clarity and take a more proactive approach to your financial future. If you are looking for more information on planning and investment topics, visit us at: https://three60wealth.ca/

In 2010, after a decade in the financial industry following the traditional approach to wealth management, I knew there had to be a better way to serve clients. That realization led me to break away from the conventional model and create Three60 Wealth—a firm built on proactive, holistic planning tailored to the needs of successful families and business owners.

Now, 15 years later, Three60 Wealth has grown into a thriving Family Office based in Calgary, Alberta, helping clients maximize their life's work through strategic, forward-thinking planning. In this episode, I share the story behind my decision to start Three60 Wealth and what drives our mission today. For more information about Three60 Wealth, visit our website: https://three60wealth.ca/

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.