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                                • rbcwealthmanagement.com
                              • Sign in Important information
                              • Home
                              • About us
                                • About our team
                                • The RBC Wealth Management difference
                                • City National Bank
                                • Institutional Consulting Group
                                • Working with a CFP®
                                • Hennepin Arts sponsorship
                              • Wealth Planning
                                • Wealth management approach
                                • RBC WealthPlan
                                • RBC Private Wealth
                                • Legacy planning
                                • Charitable giving
                                • Special Needs Trust
                              • Retirement
                                • Retirement income planning
                                • Retirement distribution options
                                • Health care in retirement
                              • Investments
                                • Advisory Programs
                                • Alternative investments
                                • College savings plans
                                • ESG and responsible investing
                                • Fixed income advantage
                                • RBC Cash Management Account
                              • Business Owner
                                • Business owner financial services
                                • Investment banking solutions
                                • 401(k) plan reviews for employers
                                • Owner-only 401(k) plans
                              • Offerings
                                • Advantages of credit
                                • Insured solutions
                                • Long-term care
                                • Client risk prevention
                              • Resources & Tools
                                • Insights
                                • Market commentary
                                • Family Inventory
                                • RBC Wealth Management Online
                                • Total Wealth
                                • Financial empowerment
                                • Women and wealth
                              • Contact
                              clinton
                              Father playing with young son

                              Giving while living: How to start gifting assets during your lifetime

                               Jun 24, 2025 |RBC Wealth Management

                              Lifetime gifting can be a useful wealth transfer strategy to mitigate taxes and help heirs.

                              Read more

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                              Obtain more information about this financial advisor on FINRA's BrokerCheck website

                              Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

                              Contact information

                              Austin and Smith Wealth Management Group

                              Phone: 315-449-7005

                              Thomas Austin

                              Managing Director - Financial Advisor,
                              Portfolio Manager

                              Phone: 315-449-7003

                              Ryan Smith, CRPC®, CRPS®

                              Vice President - Financial Advisor

                              Phone: 315-449-7004

                              Elizabeth Moynihan

                              Senior Registered Client Associate

                              Phone: 315-449-7005
                              Cell: 315-925-1003

                              Erika Vincent

                              Senior Client Associate

                              Phone: 315-449-7006
                              Cell: 315-372-8753

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                              5786 Widewaters Parkway, Suite 2
                              Syracuse, NY 13214
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