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Estate Planning

Jason Three60 Wealth Financial Planning

Your Trusted Estate Planner

Understanding the Essence of Estate Planning

The estate planning process is a vital component of a comprehensive financial strategy. It’s not just about distributing assets after one’s passing; it’s a strategic approach to ensure your legacy lives on while also achieving your financial goals.

The comprehensive estate planning process involves various elements such as wills, trusts, and strategic decision-making to safeguard one’s estate and ensure your final estate distribution wishes are carried out.

Estate planning centers around creating a roadmap for the efficient distribution of assets, minimizing tax liabilities, and safeguarding your loved ones’ financial security. By designating beneficiaries, creating trusts, and drafting wills, you retain control over how your estate is managed.

Estate Planning

Trusts and Estate Planning

Utilization of trusts plays a pivotal role in estate planning.  Trusts are a powerful tool to manage and distribute wealth on your terms, whether you are providing for a spouse, children or grandchildren.  Establishing trusts can also offer tax advantages and protect assets from potential creditors, including claims from your children’s spouses, making them an integral part of a well-rounded estate plan.

Navigating the Estate Planning Process

Creating an effective estate plan involves a structured approach encompassing legal documentation and financial considerations. The estate planning process begins with clearly understanding an individual’s financial portfolio, goals, and objectives. From there, our independent experts at Three60 Wealth can tailor strategies that align with the unique needs of your family, ensuring a comprehensive and legally sound plan.

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Will and Estate Planning

Will and estate planning can help you accomplish specific financial objectives. It enables you to allocate resources to charitable causes close to your heart, fund your children’s education, and provide for beneficiaries in a pre-determined way. If done strategically, will and estate planning can also help protect assets from your creditors and the potential creditors of your beneficiaries.

In essence, estate planning is about leaving a lasting financial legacy that aligns with your values and aspirations. At Three60, we understand the nuances of estate planning and work diligently to ensure that your financial goals continue to be met long after you’re gone, providing peace of mind and financial security for generations to come.

Why Choose Three60 Wealth for Your Estate Planning?

  • Independent and Unbiased: We are an independent firm focused on planning and not on product sales.
  • Experienced Estate Planners: Our unbiased team of estate planners brings a wealth of experience to Calgary, ensuring you receive expert guidance tailored to your unique needs.
  • Holistic Approach: From will and estate planning, to trusts and tax planning, we take a comprehensive approach to safeguarding your assets and preserving your legacy.
  • Personalized Service: Every estate plan is as unique as the individual it serves. Three60 Wealth takes the time to understand your goals and aspirations, crafting a plan that reflects your values.

Embark on the journey of securing your financial legacy with Three60 Wealth. Contact our estate planning experts in Calgary to schedule a consultation. Let’s build a robust estate plan that stands the test of time.


  • How often do I need to update my estate documents?
  • How important is a Power of Attorney and a Personal Directive?
  • What happens if I die without a will?
  • Is a corporate executor right for my situation?
  • How can I protect my assets from creditor claims?
  • How can I protect any assets I gift to my children from their creditors and spouses?
  • How can I provide for my minor children?
  • What is the role of life insurance in estate planning?
  • Do I have enough insurance?
  • Do I need the life insurance I have?
  • How will the preferred shares I own be taxed on my death?
  • How will my RRSPs be tax on my death?
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Contact our independent estate planning experts in Calgary to schedule an introduction meeting. Let’s build a robust estate plan that stands the test of time. Call us at 403-640-4414 or fill out the form below.

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