Financial Post
July 23, 2025.
In her latest article with the Financial Post, Susan O’Brien, Senior Wealth Advisor at Richardson Wealth, discusses how “a detailed examination of assets, strategic planning and transparent communications are needed to build a plan that satisfies all parties.”
From clarifying “who gets what” to using tools like trusts and insurance, Susan shares how blended families can approach estate planning to support their legacy and family relationships.
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