If she is the investment guru then she should know that with Life Insurance and EIA's she can pass most of it on tax free.
Which only proves my privious opinion of her as a glorified scam artist.
She does not make her money from her own advice. She makes money from SUCKERING people into paying for her advice.
Every single piece of "family" advice she has ever offered is now discredited.
She obvioulsy knows nothing of estate planning.
She knows nothing of cohabitation agreements.
She knows nothing of trusts or wills.
of funny note: I bet those arab terrorists are bummed when they find out the 72 virgins are really 72 suze ortmans.
Also trusts!
Even I know that. I would say this is a political "poor deprived gays who can't marry and be like the rest of us" articles.
For the estate-planning-challenged among us, could you expand this acronym.
What happen to the various kinds of trust where the money is protected and they don't need to get married.
It is nothing new about her Same-sex partner she has told the story where she had business with her lover and the story always sounded like the partner was a female!
I still perfer "don't ask don't tell" it is more than we want to know!
If she knows anything about investments, then she knows enough to stay away from high commission, high cost life insurance and annuity products.