WEALTH MANAGEMENT CONFERENCE

Every February, on the second weekend of the month, Ted Ridlehuber and his wife sit their three adult daughters and their husbands down for a state-of-the-finances talk. Ridlehuber, president and CEO of the consultancy Cannon Financial Institute, Inc. based in Athens, Ga., started these family meetings after his wife's mother developed Alzheimer's and his wife, executor of her parents' estate, didn't

Every February, on the second weekend of the month, Ted Ridlehuber and his wife sit their three adult daughters and their husbands down for a state-of-the-finances talk. Ridlehuber, president and CEO of the consultancy Cannon Financial Institute, Inc. based in Athens, Ga., started these family meetings after his wife's mother developed Alzheimer's and his wife, executor of her parents' estate, didn't have enough information to handle her widowed mother's finances.

Advisors should do t

All access premium subscription

Your subscription will include 12 months of Trusts & Estates magazine and access to premium content on WealthManagement.com.

TAGS: Archive
Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish