BAM Intelligence

Estate Planning Tips and Planning for the Future

If you have kids, or a portfolio, or just about any other type of asset, chances are you need a plan for the future. BAM ALLIANCE member Stuart Vick Smith with an overview of what you need to know to get started estate planning.

This commentary originally appeared August 25 on KVUE.com

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The opinions expressed by featured authors are their own and may not accurately reflect those of the BAM ALLIANCE. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.

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Stuart Vick Smith, ML&R Wealth Management, Austin, TX

The BAM ALLIANCE

Stuart Vick Smith collaborates with women to help them achieve financial freedom. Along with her deep understanding of wealth management and tax, she helps her clients as a holistic planner instead of just an investment advisor. In her 10 years as partner with ML&R Wealth Management, she believes it is important to build and maintain long-term relationships. She connects with her clients on a personal level allowing them to develop a plan to support their long-term dreams for themselves and their families. She has been recognized in her industry and has been asked to speak at national events on the topic of women and wealth. Stuart lives in Austin, Texas and enjoys time with her husband, two kids and two rescue dogs.

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