What Are the Planning Issues for Blended Families? Amy Jucoski, Head of Legacy and Wealth Planning, Shares Her Thoughts with Barron’s
Financial and estate planning can be complicated under normal circumstances. Having a so-called blended family, or one that includes children from previous marriages, ups the ante. That’s where advisors have an important role to play.
Amy Jucoski, Partner and Head of Legacy & Wealth Planning, shared her thoughts on considerations of planning in blended families in a recent interview with Barron’s.