Gifting vs Insurance – Passing on Wealth the Right Way
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Gifting vs Insurance – Passing on Wealth the Right Way
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About this listen
In this short episode, Adrian Murphy, CEO of Murphy Wealth, explores how to pass on wealth the right way.
Gifting can seem like the simple solution. Give it away early, and it’s out of your estate. But it’s not always that straightforward. Once it’s gone, it’s gone, and inheritance tax may still apply.
Life insurance can help cover a future tax bill without giving up control. Often, the smartest plan blends both: structured gifting now, and protection for later.
This content is not financial advice. For guidance tailored to your unique needs and goals, please consult a qualified financial advisor.
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