Be Prepared, Be Empowered
Knowledge is power when it comes to being prepared for a spouse’s death or a divorce, yet many clients don’t even know the right questions to get the information they need to ensure their future financial security. Although both spouses struggle with this problem, because of the prevalence of certain traditional gender roles, women in particular suffer the consequences of incomplete information when it comes to their rights and obligations upon death or divorce. Financial professionals can make themselves trusted resources for the women in their books by showing them the types of questions that they should be asking their professional advisors during the financial planning process and guiding them to the key pieces of information that they should be looking for in the responses.
With Leslie Geller. Leslie Geller is a wealth strategist at Capital Group. She has 13 years of industry experience and has been with Capital Group for one year. Prior to joining Capital, Leslie was a partner at Elkins Kalt Weintraub Reuben Gartside LLP where she advised high- and ultra high-net-worth clients on all matters related to taxation, wealth transfer and family governance. Before that, she was an associate at Clearly Gottlieb. She received an LLM in taxation from New York University School of Law, a juris doctor from Boston College Law School and a bachelor’s degree from Washington and Lee University. Leslie is based in Los Angeles.