My husband did everything before he died.’ I’m 64 with a $4M home, $3M in Cisco stock and $400K in cash, but I don’t feel OK handling my finances. Where do I even start?
When working with complex estates, certified financial planner Michael DeMassa at Forza Wealth Management says having the right team of independent professionals is essential. “As a fee-only financial planner, we often serve as the lead coordinator, bringing together input from the estate planning attorney and CPA to shape the overall plan. This collective approach helps ensure the advice remains objective and tailored to each client’s needs, rather than a one-size-fits-all solution with a single provider,” says DeMassa.
