Essential Estate Planning: Beyond the Basics with Jennifer Jones 00:10:00
Jennifer is a wealth and estate advisor with over 25 years of experience in wealth management. She specializes in simplifying complex situations and has significant experience in trust and estate planning. Jennifer views wealth management holistically tying together clients’ life goals and cash flow objectives with their investment and tax strategies. She serves as a resource for Gratus on tax and non-tax driven estate planning assisting clients with lifetime transfer planning and charitable giving strategies.
