Financial Advisers Can Provide Valuable Insight for Second Marriage Estate Planning
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Financial Planner Giuliana Barbagelata, CFP®, to discuss what 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.
