Meet the Smith Family Financial Planning Case StudySandy Smith Fact Set:

Sandy, Recently Widowed (Sam passed in 2019)

Three Grown children

Sally (oldest child) has Special Needs

5 Grand Children (with more to come)

Sandy recently lost the love of her life, Sam.

Sam had been promoted to Director of Engineering for an international oil and gas exploration firm 2 years before he became ill. His salary was $250,000 per year plus substantial annual bonuses. He had no equity share in the firm. Sam and Sandy had accumulated a substantial balance in their retirement accounts and own 12 rental properties with NO DEBT.Sandy graduated from an East Coast liberal arts college specializing in health care issues. She worked as a consultant until Sam became ill at which time she retired to provide care in their home.

Sam and Sandy have devoted their life to their family. They lived well within their means. After 38 years of marriage and a lot of collaboration with their Financial Advisors, they had established a solid estate plan.

Now that Sam is no longer with us, Sandy has some questions and concerns.Tune in next week as we help Sandy gain more clarity, confidence, and contentment in her financial life.

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