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Lisa Brown, CFP®, CIMA® Dec 15, 2020 5:57:00 PM < 1 min read

Taking Stock: Legal Documents for Young Kids

Episode #17: Legal Documents for Young Kids

You think a long weekend while the kids are with the grandparents should be relaxing, right? You're right, but what if something goes wrong? Lisa is joined by Mark D. Brandenburg of The Brandenburg Estate Planning Law Firm to discuss some simple steps you can take to be prepared.

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Lisa Brown, CFP®, CIMA®

Lisa has focused her entire career in wealth management for high-net-worth families. "The most rewarding part of my job is helping our clients retire well, with confidence and security about their future."