Skip To Main Content
LaTanya S. Greer on Muck Rack

LaTanya S. Greer

As seen in: Wealth Management
Is this you? As a journalist, you can create a free Muck Rack account to customize your profile, list your contact preferences, and upload a portfolio of your best work. Claim your profile

Get in touch with LaTanya S.

Contact LaTanya S., search articles and posts on X, monitor coverage, and track replies from one place.

Learn more about Muck Rack

Actions

Share this page

Is this you?

As a journalist, you can create a free Muck Rack account to customize your profile, list your contact preferences, and upload a portfolio of your best work.
Claim your profile

Articles

Ten Estate Planning Topics Financial Advisors Should Discuss With Clients

|
By Thomas Tietz, Sonia Muñoz Gallagher, LaTanya S. Greer
| Wealth Management Verified
National Make-A-Will Month is a good time to bring up important issues. +1 Thomas Tietz,LaTanya S. Greerand 1 more photo_library11 Slides National Make-A-Will Month gives financial advisors a timely reason to raise estate planning with clients. The existence of a month with this designation is a great hook to start a conversation. But for a sophisticated advisory practice, the conversation shouldn’t stop with “Do you have a will?” That question is necessary, but it’s too narrow.
Open in Who Shared Issue with article?

LaTanya S. Greer

|
By LaTanya S. Greer, Thomas Tietz
| Wealth Management Verified
Homechevron_rightchevron_left Author Teamchevron_right LaTanya S. Greer Founder and Estate Planning Attorney, LSG Legal, LSG Legal LaTanya S. Greer is a dedicated estate planning attorney who is passionate about helping families protect what matters most and provide future generations with a stronger foundation.
Open in Who Shared Issue with article?
See all 2 articles