The death of a parent often leaves children, regardless of age, in a vulnerable position, both emotionally and financially. That being said, thoughtful estate planning can safeguard your children’s interests and protect their futures.
About the Author Tom Piro, CFP®, Enrolled Agent
Tom is a Wealth Counselor for Osborne Partners with over 15 years of experience in the financial services industry. Tom built his career working with complex clients at a regional wealth management firm and through management consulting roles at PricewaterhouseCoopers and Lattice Engines. He brings a broad skill set and passion for financial planning and investment management to our clients. Tom is an Enrolled Agent (EA), a tax professional who has passed a three-part IRS test covering all aspects of taxation. The EA is the premier tax accreditation recognized by the IRS. Tom earned his BS in Business Administration, Summa Cum Laude from Saint Mary’s College. Additionally, he is a CERTIFIED FINANCIAL PLANNER™ practitioner.
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