Arnie and Louis are savers by nature and never really saw vacations as an element of a meaningful lifetime gifting program. Through our planning and analysis, we connected their love of children and grandchildren with their desire to see their family enjoy an annual gift.

So we asked, why not gift a family vacation?

Now, part of Arnie and Louis’ financial plan includes annual gifts that fund family vacations that enrich their lives with priceless memories.

Specific financial advice references provided herein are for illustrative purposes only and are not representative of decisions that have been made since the case study was published nor of decisions that would be made in the future.

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