S. Michelle Jann

Director of Wealth Planning, Senior Wealth Advisor

MarketWatch, January 19, 2024

I want my son to inherit my $1.2 million house. Should I leave it to my second husband in my will? He promised to pass it on.


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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