rbcwealthmanagement.com

Important information
Sign in

Home
The RBC difference
Transfer Accounts
Insights
Contact

- rbcwealthmanagement.com
Sign in Important information
Home
The RBC difference
Transfer Accounts
Insights
Contact

Insights

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.

Categories

Wealth planning
Analysis
Values in action

Archives

June 2026
May 2026
April 2026
March 2026
February 2026
January 2026
December 2025
November 2025
October 2025
September 2025
August 2025
July 2025
June 2025
May 2025
January 2025

Read additional advisor disclosures.

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

David Roth

Senior Vice President - Financial Advisor,
Senior Portfolio Director

Phone: 317-810-7733
Cell: 317-409-1429

Kayla Speth

Senior Registered Client Associate

Phone: 317-810-7734
Cell: 317-760-4056

Address

Indianapolis
8888 Keystone Crossing, Suite 200
Indianapolis, IN 46240
View on map

Privacy & Legal

Privacy & security
Legal & disclosures
Terms & conditions
Business continuity plan
Statement of Financial Condition
Advertising and cookies

Royal Bank of Canada Website, © 2009-2026
© 2026 RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE / FINRA / SIPC