5999 Summerside Drive
Mrs. Freeman, a newly widowed professional services executive, approaches ICMC after having been referred by a colleague of her late husband. She has the fortunate situation of being the beneficiary of excellent financial and estate planning. Substantial funds are available for her future needs and her near college-age children. She is uncertain about legacy planning and how to proceed, as her husband handled the family finances. Some trusts have been established, and she also has substantial assets outside of these trusts, yet she is unsure of the purposes and priorities of these various accounts. In addition, she has garnered substantial assets on her own throughout a 20-plus-year career. She also expects to inherit meaningful assets from her own family soon. Mrs. Freeman senses a growing need for a well-crafted financial approach and plan for dealing with the corporate trustee of her husband’s bequests in trust to her. In the past, she had relied upon her husband’s stewardship, but now she needs her own trusted wealth manager. She has been approached by a number of legacy planning advisors who all appear helpful and capable, but desires a proven team she can trust implicitly that has an established method and positive track record.