Wealth Matters

So You Think Your Estate Plan is Done: Fixable Problems/Simple Cures?


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So You Think Your Estate Plan is Done: Fixable Problems/Simple Cures? Adam Gaslowitz and Craig Frankel discuss this topic with their special guests, Carly Howard and Rebecca Cummings. Carly Howard/Atlantic Trust Carly Howard is a senior wealth strategist in Atlantic Trust’s Atlanta office, with more than 10 years of industry experience. In this role, she provides high net worth clients with integrated wealth management services, including comprehensive estate and financial planning […]
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Wealth MattersBy Business RadioX ®

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