Legacy on the Line

In Legacy on the Line (Wiley), wealth adviser Baumann Lustig reveals the top “blind spots” families miss when it comes to legacy planning. Money beliefs, investments, and philanthropy are among the 10 blind spots she identifies that, once addressed, can lead to a stronger financial future. Baumann Lustig provides structured plans for readers to properly evaluate where their money and legacy currently stand in order to build a plan. She also includes several real-life examples to reveal the long-term impacts of various financial decisions and practices.