Three60 Estate Planning
Three60 Estate Planning
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    • Estate Planning
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    • Home
    • Our Team
    • Approach
    • Process
    • Expertise
      • Estate Planning
      • Succession Planning
      • Taxation Strategies
      • Retirement Planning
      • Risk Management
      • Charity / Philanthropy
    • Testimonials
    • Articles
  • Home
  • Our Team
  • Approach
  • Process
  • Expertise
    • Estate Planning
    • Succession Planning
    • Taxation Strategies
    • Retirement Planning
    • Risk Management
    • Charity / Philanthropy
  • Testimonials
  • Articles
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Your legacy. Realized.

Your legacy. Realized.Your legacy. Realized.Your legacy. Realized.

Your legacy. Realized.

Your legacy. Realized.Your legacy. Realized.Your legacy. Realized.

What kind of Legacy would you like to leave?

If you're like most successful business owners, your legacy is something you've contemplated over the years. That is, until the more immediate challenges of your business demanded your attention.


But why are we asking about your legacy? As wealth and estate specialists, surely we should be asking about your retirement nest egg, or your future transition out of the successful business you've created? While these are important considerations, they only address part of your situation.


Helping clients pursue and realize their 'Legacy Goals' has evolved into an integral part of our process.


In conversations with our clients, the topic of their legacy usually appears in some form. This can be a thought-provoking and beneficial discussion, and often shows the intrinsic link between the legacy they'd like to leave (their legacy goal), and other personal or financial goals. Additionally, we found that once a client identifies their legacy goal, they subconsciously begin making decisions in pursuit of it, essentially making it a self-fulfilling prophecy. 


We therefore made a decision to integrate an understanding of our clients' legacy goals into our planning process; so we not only address their long-term business objectives, but help to realize the legacy they want to leave as well.

See our Process page to understand more about our unique planning process.

Areas of Expertise

Estate Planning

Succession Planning

Succession Planning

Estate Planning is generally considered  a multi-faceted process, encompassing everything from creating  an inventory of assets and liabilities and determining how one would  like their assets distributed upon death, to structuring a plan ...

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Succession Planning

Succession Planning

Succession Planning

Sadly, only one-third of family-owned businesses  survive the transition to the second generation. And from those,  only one-third again will survive to the third generation, leaving  the chances of your grandchildren taking over your ...

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Taxation Strategies

Succession Planning

Taxation Strategies

Tax planning is the process of structuring your  financial affairs within the applicable rules to allow you to  defer and/or reduce the amount of taxes payable. Paying  taxes is an unavoidable reality. That being said, certain strategies  exist to ... 

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Retirement Planning

Charity / Philanthropy

Taxation Strategies

Retirement has a different meaning for everyone. For  some, retirement means spending time with their grandchildren,  travelling or lowering their golf handicap. Others may prefer to keep  working or perhaps start a new business venture ...

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Risk Management

Charity / Philanthropy

Charity / Philanthropy

Risk management is the process of identifying the personal and business risks that a family faces in the running of their business, and then applies prudent strategies to help minimize, eliminate or transfer these risks.  Risk can come in ...

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Charity / Philanthropy

Charity / Philanthropy

Charity / Philanthropy

Legacies are made in many ways – whether it’s the values you instill in your family, the mark you make on your business or how you impact others.  Some families strive to leave a charitable legacy in the form of a donation to a cause that has personal ...  

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(We're also happy to meet in person ... your office or ours.)

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#102A, 9705 Horton Road SW, Calgary, Alberta T2V, Canada


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