Estate Planning for Later-in-Life Marriages
80-year-olds in love can wreak just as much havoc on a plan as their younger counterparts.
While ultrawealthy seniors have long had teams of advisors to protect them, the folks I call “quietly wealthy” are often vulnerable. They’re the strong-willed, successful business owners who are worth, say, $10 to $15 million. They’ve never doubted their decision-m...
