Investing during your life requires you to take calculated risks. It’s difficult to build a large portfolio without taking some chances. There are smart ways to do it and there are dangerous ways to do it, but it’s needed.

But after you create your generational wealth, what do you do to protect it after you die (which is something 100% of people in history have done)?

Adam Schroeder and Zach Lemaster talk with John Ross, founder of Ross & Shoalmire, P.L.L.C., about how to properly pass your portfolio down to the next generation, what things you need to consider (and what you can ignore), as well as the simple steps you can take to get started in what seems like a daunting venture.

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