Show Intro (00:27)

Considerations and Factors (1:46)

• When to start gifting, starting the conversation with your kids, and getting them involved in the process
• Wanting to do the right thing, setting your heirs up for success

Taxes (5:55)

• Understanding your tax situation, factoring in income taxes, and taking your children’s tax situation into account

Usage Benefit (12:03)

• Empowering your children, letting them plan, and recognizing how this gift would help them
• Seeing from your child’s perspective, knowing your kids, and acknowledging how they would handle money

Gifting now (17:59)

• Asking how you could help, creating unique moments and experiences with your children, seeing them enjoy your gift

Accounts and Assets (22:04)

• Understanding the pieces you have, transferring assets, creating learning opportunities