Case Study: Keeping Family Assets Away from a Future Ex-Spouse

Published: Nov. 13, 2017, 10:42 p.m.

Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss a common financial planning situation where a family is concerned about protecting assets from an heir’s future ex-spouse.