Streamlining Financial Management with Legal Documents Susan Miller

http://ExpertTalk.fm ~ Information about why having legal documents such as birth certificates, marriage licenses, degrees and Powers of Attorney is important in order to access funds or avoid probate in the event of an individual’s incapacity. Susan Slaton at Slaton Wealth can provide assistance in formulating a wealth management and tax strategy.

Susan returned to the financial services industry in 2009 after losing her parents and becoming the trustee of their estate. After hands on estate management, she developed a passion for helping others during difficult times of transitions. She found that working with the whole family is critical. Susan has mastered Tax and Investment management and can explain even the most complicated situation in an understandable, relatable way.

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