Catherine Seeber is a principal and senior financial advisor with Wescott Financial Advisory Group LLC. Her expertise is in comprehensive financial planning (tax, cash flow, budgeting, retirement and estate planning) and investment portfolio analysis and management. She has a special concentration in issues concerning women in transition as a result of divorce, widowhood or a large cash settlement.
Counseling Your Clients' Certain Legacy
September 4, 2013
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It is important to have an estate plan in place to increase the level of certainty.