Cascading Wealth

Callum Sutherland - Jun 15, 2021
“Baby boomers have so much cash, they’re trying to find the best tax solution [for] the transfer [of wealth],”

I thought I would share this article that describes how Baby boomers are leaving a multigenerational legacy through the use of permanent life insurance. A tax-free legacy that bypasses the estate and benefits your family for years to come can be appealing. Read the article here.