Estate Planning For Couples With Large Age Gaps

It has been very rewarding to spend so much more time with my financial mentor, Frank Congilose. His third book shall be out soon.

Recently, I almost embarrassed myself when a couple came in and I almost complimented the man on how pretty his daughter was when it was told it was his wife- oops!

Estate planning is never ever a one size fits all. For this couple, specific strategies were a must. This article touches on one famous age gap couple.