Blended Families

Raymond James interviewed Barbara Bates Sedoric for their "TrustWorthy" newsletter spotlight to introduce The LastingMatters Organizer to their advisor network. Advisors are using this Organizer to ignite meaningful conversations and to deepen their relationships with multigenerational clients.

Blended families — a growing demographic — are often overlooked by advisers when discussing money and the distribution of personal property after the death of a stepparent