Legacy on the Line author sheds light on wealth planning blind spots

Andrea Baumann Lustig, author of Legacy on the Line, sits down with InvestmentNews anchor Gregg Greenberg to discuss frequent “blind spots” in wealth planning, as well as how advisors can help families prepare for the great wealth transfer.
  • May 12, 2026

Andrea Baumann Lustig, author of Legacy on the Line, sits down with InvestmentNews anchor Gregg Greenberg to discuss frequent “blind spots” in wealth planning, as well as how advisors can help families prepare for the great wealth transfer.

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