Richmond Financial Advisor Publishes Book to Help Make Sense of Inheritance Chaos
(Richmond, Virginia) – There is little else in life that is more painful than dealing with the illness or death of a loved one. Unfortunately, many times that experience is made worse because you must take over their financial responsibilities at the same time. It’s a responsibility that many people don’t think about when preparing for the future. A new book by a veteran Richmond financial advisor provides compassionate financial advice to help make sense of this heartbreaking time.
Inheriting Chaos with Compassion was written by Jennifer Luzzatto, founder of Henrico-based Summit Financial Partners. It was inspired by her personal experience and informed by her three decades in the financial services industry.
“When we’re drowning in big emotions, managing the financial aftermath becomes a part-time job we don’t want,” said Luzzatto. “If you are in this situation, you may feel there is a big mess in front of you right now, but it can be organized.”
The book, published by Lioncrest, covers the many, many things people need to know when taking over a love one’s finances or managing an inheritance. Those items include power of attorney, executor responsibilities, and all aspects of settling an estate. It also provides essential information about bank accounts, investments, and any professional services that might be required.
Inheriting Chaos with Compassion is being published on March 26. Paperback and e-book versions will be available on Amazon.com and BarnesandNoble.com. E-book versions will also be available through Apple iBooks, Google Play, and Kobo.
About Jennifer Luzzatto
Jennifer Luzzatto is a Chartered Financial Analyst®, a Certified Financial Planner®, and a NAPFA registered financial advisor. She began her career in financial services thirty years ago as a fixed-income trader in a regional brokerage firm and went on to manage personal trust accounts, institutional portfolios, and a municipal bond mutual fund at a commercial bank. In 1999, she founded Summit Financial Partners, transitioning from banking to financial planning and investment advisory services. Jennifer holds a BA in Psychology and an MBA from the University of Richmond.