Case Study: Estate Planning for a Second Marriage

<p>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. </p><p>Read the Article: <a href='https://www.henssler.com/financial-advisers-provide-valuable-insight-for-second-marriage-estate-planning'>https://www.henssler.com/financial-advisers-provide-valuable-insight-for-second-marriage-estate-planning</a>  </p>