About your client:
Name: Samantha Benson
Age: 54
Marital status: Married 2 adult children with former spouse, 1 minor child with current spouse
Health: Great health (an active tri-athlete) but a family history of heart disease
Occupation: Senior Director for Lion Industries, a $3 Billion Industrial Materials Firm
Income: $270,000 salary per year + bonus/stock options up to $1.5M
Total assets: $2.2M (not including value of home)
Total debt: $750,000 (which mostly is a mortgage on her primary residence of $600k)
Dependents: Minor child is age 17
Other notes: It is important to Samantha to provide for all 3 of her children in the event of her
early death. The adult children are struggling to find their way in life and
Samantha feels they have not yet established a secure future for their own
families. Samanthas former husband has very little assets. Her current husband is
an Executive Director at a BioTech company, but he and Samantha like to keep
their finance separate as they feel they have each accumulated on their own
prior to their relationship.
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About your client Name Samantha BensonAge 54Marital status.pdf
1. About your client:
Name: Samantha Benson
Age: 54
Marital status: Married 2 adult children with former spouse, 1 minor child with current spouse
Health: Great health (an active tri-athlete) but a family history of heart disease
Occupation: Senior Director for Lion Industries, a $3 Billion Industrial Materials Firm
Income: $270,000 salary per year + bonus/stock options up to $1.5M
Total assets: $2.2M (not including value of home)
Total debt: $750,000 (which mostly is a mortgage on her primary residence of $600k)
Dependents: Minor child is age 17
Other notes: It is important to Samantha to provide for all 3 of her children in the event of her
early death. The adult children are struggling to find their way in life and
Samantha feels they have not yet established a secure future for their own
families. Samanthas former husband has very little assets. Her current husband is
an Executive Director at a BioTech company, but he and Samantha like to keep
their finance separate as they feel they have each accumulated on their own
prior to their relationship
