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

Name: Legacy on the Line author sheds light on wealth planning blind spots
Uploaded: 2026-05-12T20:06:45Z
Description: 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.

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.