Over the next few decades, Baby Boomers stand to inherit $9 Trillion. Jackie Campbell and Monica Haberlin explain how to use tax planning to make sure you keep more money in your family estate.

Legacy Planning for a $9 Trillion Inheritance

Jackie Campbell is a Certified Financial Planner™, CPA, and founder of Campbell and Company Wealth Advisors and CPA’s. For over 30 years Jackie has helped adults build successful retirements. Here we talk about current market trends and headlines that affect your finances. We also offer solutions and opportunities to help you retire successfully.

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Legacy Planning for a $9 Trillion Inheritance

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