The CIBC Private Wealth Podcast

The CIBC Private Wealth Podcast


Wealth Your Way Episode 13: Basic Gift and Education Planning

November 01, 2018

 


Although giving and receiving gifts is a tradition that most people have participated in their entire lives, you may not often think about how gifting can be beneficial from a financial planning perspective. However, gifting can be a great way to transfer assets tax-free during your lifetime to reduce both your taxable estate and the potential estate taxes, thereby increasing the amount of assets your beneficiaries will inherit from you.