Henssler Financial

Case Study: “Simple” Division of Assets Can Create Larger Estate Plan Issues;

Case Study: “Simple” Division of Assets Can Create Larger Estate Plan Issues;

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CPA, CFP®, CDFA®, and Client Relationship Manager for Retirement Services, Justin Wagner, AIF®, to explore a client situation of a multigenerational home and the complicated estate plan they created where an “equal” division of assets may not be equitable.

Duration: 15 min

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