Case Study: Estate Planning for a Second Marriage

Henssler Money Talks

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CFP®, CPA, CDFA®, and Senior Financial Planner Giuliana Barbagelata, CFP®, to discuss all the aspects to consider when developing an estate plan for a second marriage that involves children from a previous marriage. While it requires an estate planning attorney to prepare the wills and trusts, the experts discuss all the groundwork financial planners put into making an estate plan work.

Read the Article: https://www.henssler.com/financial-advisers-provide-valuable-insight-for-second-marriage-estate-planning