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S. Michelle Jann
CFP®, CPWA®
Director of Wealth Planning, Senior Wealth Advisor
Director of Wealth Planning, Senior Wealth Advisor
Director of Wealth Planning, Michelle Jann, CFP®, CPWA®, CDFA® speaks to MarketWatch about some of the aspects of leaving assets to stepchildren. In particular, Michelle addresses passing property to a second spouse, with the intention that a child from a first marriage eventually inherits the property.
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