The largest intergenerational wealth transfer is taking place before our eyes. By 2032, the total amount transferred within households is expected to reach $1.275 billion. But wealth transfer is not strictly a financial process. It is also an emotional one. Legal fees, delays, and complex family dynamics all play a role. This case study illustrates how segregated fund policies can provide invaluable privacy, control, and payout potential, allowing clients to maximize their inheritance and distribute their wealth as they see fit.
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