Newsroom · Media appearances
NextAvenue: Kate Maier Featured in “Estate Planning for May-December Couples”
Wealth Enhancement Newsroom · September 3, 2024
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.
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