Todd and David have been a couple for 20 years. They hold approximately $50 million in assets, the bulk of which is in real estate Todd inherited from his family. With retirement approaching, Todd and David decide to attend a domestic partner seminar presented by a Merrill Lynch Financial Advisor to make sure their finances are in order.
Michelle and Jennifer are the proud parents of Ben, Jennifer's natural child conceived by in-vitro fertilization. They recently celebrated seven years as a family and, after learning about the importance of wealth and estate planning in a recent issue of Total Merrill Perspectives, they decided to contact a Merrill Lynch Financial Advisor for help in structuring their $12 million in assets in an effective, disciplined manner.