Smart Women Tip #15 – Estate Planning: Planning for the Unexpected

Almost 20 years ago when my mother married my step-father, they came to me for estate and financial planning.  My parents created their own trusts and set-up some assets in joint accounts.  To simplify things, they consolidated all financial assets into a brokerage account with American Express Financial Advisors, and I was their financial planner. …

Smart Women Tip #15 – Estate Planning: Planning for the Unexpected Read More »