167-Financial and Estate Planning for Blended Families, with Michelle Thompson

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www.blendedfamilypodcast.com

 

Michelle Thompson is an attorney and Certified Financial Planner™ helping blended families reach their financial goals.  Prior to joining IRC Wealth, she had her own law practice where she focused on estate planning, primarily serving blended families.

 

In this interview, we discuss

 

• Her personal story
• Why she decided to help blended families in her career
• What families need to set up
• The difference between a trust attorney and a financial advisor
• Some listener questions
• And much more!

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                    5445 Murrell Rd

                    Unit 102 #178

                    Viera FL 32955