(myRITV) – Planning for future generations can be one of the most challenging aspects of personal finance. While not everyone is concerned with the financial legacy they leave behind, it may be a key goal for many others.
On this episode of The Money Pros, we took a closer look at the tools and techniques available to maximize the transfer of wealth. Some may only be applicable to the wealthy, but others can be used by those of us with more modest means.
Our Legal Pro, Lynn Riley from Cameron in Mittleman, talked about the legal aspect of financial planning during the first segment. Russ Towers, vice president of Estate and Business Planning with Broker Service Marketing Group, joined the show in the second segment. And we wrapped up the episode with an expert roundtable with both of our guests.
Click play on the video above to watch this episode in its entirety.