Building wealth takes time, strategy, and discipline—but preserving it for the next generation requires something more: thoughtful planning. Without a clear structure for how your assets will transfer, even the best investments can lose value or fall into the wrong hands. Many investors focus on growth while overlooking what happens when they’re no longer around to manage it. Whether you have children, extended family, or charitable goals, not accounting for legacy heirs can turn a solid financial plan into a costly mess. Here are ten types of investments that can easily tank when legacy heirs aren’t part of the plan.
