How to manage your death portfolio

My friends at WealthCounsel are always on the lookout for articles about the different aspects of wealth and estate planning. The great thing about the organization is there isn’t a pride of authorship, but a desire to distribute timely and helpful information.

My colleague, Jonathan Mintz, Executive Director of Wealth Counsel, spotted one such article by a writer for CNBC. CNBC published the excellent article by Jessica Rao on managing a portfolio after losing a loved one. It offers a different perspective.

People who work in the estate planning area see two sides of it: pain and chaos. No one can do anything about the pain. We can only hope to help with the chaos. Hopefully this posting offers you such an informative view. The article is visible both on the Fisher Law Office page on facebook or on CNBC at

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