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NextAvenue: Kate Maier Featured in “Estate Planning for May-December Couples”

Kate Maier

- CFP®, CTFA, J.D.

4 minutes

Kate Maier, CTFA, JD, CFP®, Vice President of Private Client of Wealth Enhancement Group was featured by NextAvenue in “Estate Planning for May-December Couples.”

"This is particularly important if there are children from separate relationships because if the surviving spouse gets the assets outright, that spouse has all control to give those assets to whomever he or she chooses, which might not be the older spouse's children.”

Access the full article authored by Rachel Leland here.

Kate Maier

Vice President, Private Client

Plymouth, MN

Kate has been a financial planner at Wealth Enhancement Group since 2007. Previously, she assisted in the management of trusts and portfolios for high-net-worth clients. She is involved with the Roundtable™ and provides her expertise to help walk clients through the best way to organize their estates to ensure their assets are passed in the most efficient way possible. Kate enjoys taking complex estate and financial strategies and making them easily understood to the average person.