Unbiased Financial Planning Archives - Calgary Family Office & Fee-For-Service Financial Planning

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Multiplying the Capital Gains Exemption with Your Kids – The Hidden Traps

July 06, 2026

For many Canadian business owners, the sale of a company represents the culmination of decades of hard work. One of the most effective strategies to reduce tax on that sale is the Lifetime Capital Gains Exemption (LCGE).

Hands holding paper people close up symbolizing a family trust

Estate Planning

Trusts & Estate Planning: What You Need To Know

November 28, 2025

Estate planning is essential for families who have built significant wealth, and particular attention needs to be paid when there is a family trust involved. Many assume that trust assets will be handled according to their will, but this is not the case. Understanding the role of trustees, how assets are distributed, and the importance of clear instructions can help ensure your wealth is passed on as intended.

Two grown siblings learning about finances.

Estate Planning

Preparing Your Children To Receive An Inheritance

May 07, 2025

For many high-net-worth families, passing on wealth is about more than just transferring assets, it’s about preparing the next generation to handle it wisely. Without the right education and preparation, an inheritance intended as a blessing can easily become a burden. At Three60 Wealth, we work with families to help ensure their children are ready to manage wealth with confidence and responsibility.

A hand passing down money to a small plant. Symbolizing passing down money/wealth to the next generation.

Estate Planning

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

March 31, 2025

When planning your estate, one of the biggest questions affluent families face is: How much is too much to leave to my children? While there’s no universal answer, the right approach depends on your family’s values, financial situation, and the long-term impact you want your wealth to have.

A tree with all the business structure vocabulary.

Estate Planning

Is Your Business Structure Costing You?

February 14, 2025

When starting a business, or even as it grows, many entrepreneurs underestimate how much their ownership structure matters. While it may seem like a minor detail, the way you own shares can significantly affect your taxes, cash flow, succession planning, and overall financial flexibility.

Financial planning student studying at a desk with a calculator.

Uncategorized

What do all these designations mean?

January 02, 2024

n the complex world of Tax, Wealth and Estate Planning, navigating the myriad of options and making informed decisions is crucial. This is where professionals with specialized designations provide expertise and guidance. In this article, we’ll explore the meanings and significance of designations like CFP, CLU, TEP, CPA, CFA, and CIM, and the value of having a working relationship with each professional.

TagUnbiased Financial Planning

Multiplying the Capital Gains Exemption with Your Kids – The Hidden Traps

Trusts & Estate Planning: What You Need To Know

Preparing Your Children To Receive An Inheritance

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

Is Your Business Structure Costing You?

What do all these designations mean?

^TagUnbiased Financial Planning