The Main Street Code – Multi-Generational Planning and Family Legacy – S7E17
Welcome to The Main Street Code for Financial Success! In this episode, Neil Himmelstein discusses multi-generational planning and why retirement, legacy, and care decisions affect the whole family. He shares personal stories and real client examples to explain how families can plan for long-term care, avoid conflict, reduce taxes, and pass assets to children and grandchildren more efficiently. Neil also covers trusts, beneficiary designations, Roth conversions, annuities, life insurance, and strategies for creating income while protecting a family legacy. Join us every Friday at 3 PM EST on 103.9 L.I. News Radio to catch "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group. Catch episodes on YouTube, Spotify & Apple Podcasts. Visit www.themainstreetcode.com for more information.
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