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KIM ON A WHIM: The Great Wealth Transfer, Intergenerational Inheritance Conflicts, and Variable Universal Life Strategies
In Kim on a Whim, co-host Kim St. Onge and host Marc Cox analyze the "Great Wealth Transfer," an estimated $124 trillion intergenerational asset movement from Baby Boomers to Millennials over coming decades. Kim highlights research detailing inheritance disputes and family litigation, emphasizing the importance of detailed documentation, trustees, and estate planning structures. Marc details long-term healthcare cost variables, Medicaid five-year look-back rules, and tax-advantaged wealth preservation strategies, including Variable Universal Life (VUL) policies for generational financial…
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