Legacy Planning Kit : Preserving Purpose Across Generations
The Legacy Planning Kit is a long-term guide designed to help families preserve the meaning behind a Generational Gifting Concept plan. It provides space to document purpose, values, key contacts, and important milestones so future generations understand not just how the plan was structured, but why it was created. Written to be revisited over time, this kit supports continuity, clarity, and understanding as roles and responsibilities evolve across generations.
Written by the
GGC Editorial Team | Reviewed &
Published: January 5, 2026
What you’ll learn
- How to document the purpose and context behind a gifting plan.
- How to organize key information, milestones, and perspectives for long-term reference.
Valuable for
- Giftors who want to capture meaning beyond the structure of the plan.
- Future beneficiaries who may not have been part of the original planning.
Author & Contributor Bio
Charles Prince | GGC Practitioner, Wealth Strategist & Licensed Life Insurance Professional. With 14+ years of experience and a specialty in multi-generational wealth planning, Charles helps family’s structure high-impact, purpose-driven gifting plans using the Generational Gifting Concept® framework. His work focuses on designing properly structured whole life insurance strategies that can create stability, opportunity, and legacy across multiple generations.
Compliance & Legal Disclaimer
The information provided in this planning tool is for educational purposes only and is not intended as specific or individualized financial, tax or legal advice. The Generational Gifting Concept® Platform and its representatives are not authorized to provide tax & legal advice and do not provide individualized recommendations. Individuals should consult with their own qualified tax advisor, attorney, or financial professional before making decisions. Generational Gifting Concept Practitioners® are licensed life insurance professionals that may be compensated when issuing life insurance policies. The Generational Gifting Concept® Practitioner designation is an internal educational program. It is not a state or federal professional credential or regulatory designation. Policy performance varies by carrier and product. All life insurance policies are subject to underwriting and approval. Dividends are not guaranteed. All policy guarantees are subject to the claims-paying ability of the issuing insurance company. This content is intended for individuals in states where GGC Practitioners are licensed. State licensing and regulatory requirements apply.
