On Demand Case Study:
Understanding Gifting Vehicles and Long-Term Family Wealth
What you’ll learn:
- How the structure of a gifting vehicle influences liquidity, longevity, and how future generations engage with inherited assets.
- Why many well-intentioned gifts fade over time due to design choices rather than lack of responsibility.
Valuable for:
- Parents who have inherited money and want to pass it forward with purpose and long-term clarity.
- Parents exploring how to honor the meaning behind inherited money while planning for future generations.
This video is intended for educational purposes only. Insurance products, underwriting guidelines, and eligibility requirements vary by insurer and individual circumstances. All coverage decisions are made by the issuing insurance company.
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Let’s get started! Explore Generational Gifting with a Licensed GGC Practitioner