Legacy Planning: How to Protect Wealth Across Generations

You worked hard to build your wealth. The next challenge is making sure it lasts.

In this episode of The Capitalist Investor, we discuss legacy planning strategies designed to help families preserve wealth across generations. Topics include Roth conversions, estate taxes, trust structures, family meetings, and how to prepare heirs to responsibly manage inherited assets.

This episode is essential listening for retirees and high-net-worth families who want to protect their legacy while still enjoying retirement.