July 29, 2024 | Estate planning
3 Estate Challenges for Blended Families
Preparing your estate can be complicated, and if you’re a part of a blended family, estate decisions can be even more complex and nuanced. Blended ...
Learn More3 Estate Challenges for Blended Families
Preparing your estate can be complicated, and if you’re a part of a blended family, estate decisions can be even more complex and nuanced. Blended families take on many forms but typically consist of couples with children from previous relationships. Here are a few case studies to help illustrate some of the challenges.
Simple wills often are structured to leave all assets to the surviving spouse. If your estate strategy relies on this type of will, you could risk overlooking children from previous marriages. Also, while it’s unsettling to consider, the surviving spouse can end up changing a will without proper measures put in place.1
When new children join a blended family, estate strategies can get even more complicated. But with a well-structured approach, you can direct how to distribute your assets.
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Blogs for Estate Planning
June 24, 2024 | Estate planning
Using Multiple Trusts to Build a Lasting Legacy
Understanding the Need for Estate Planning Estate planning is often overlooked until it’s too late, but it’s crucial emphasize the importance of proactive planning. As ...
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June 14, 2024 | Estate planning
Is Hiring a Professional Trustee the Right Choice for Your Trust?
When creating a trust, one of the most important decisions you’ll make is who will manage it. You can choose a friend or family member, ...
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April 17, 2024 |
Enhancing Estate Planning through Heir Involvement
Estate planning goes beyond legal formalities; it’s an essential process that facilitates meaningful family dialogue and aligns with long-term goals and values. By involving heirs ...
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February 19, 2024 | Asset Protection Planning
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim
Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. By focusing on the importance of foresight and strategic planning, ...
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December 22, 2023 |
Navigating Estate Planning for Blended Families and Remarriages
Estate planning can be tricky, especially for blended families or those considering remarriage. It’s not just about writing a will; it involves understanding how laws ...
Learn MoreJune 7, 2023 |
Crafting a Personalized and Productive Estate Planning Discussion with Loved Ones
Engaging in a meaningful and effective estate planning conversation with your loved ones can foster transparency and trust as you work towards realizing your legacy ...
Learn MoreMay 3, 2023 |
Moving and Your Estate Plan
Moving to a new home is an exciting time, but it also involves a lot of work and planning. One thing that often gets overlooked ...
Learn MoreMarch 3, 2023 |
Estate Planning Mistakes of Lisa Marie Presley
Lisa Marie Presley is the daughter of music legend Elvis Presley and has inherited his fortune, estimated to be worth around $71 million. However, despite ...
Learn MoreOctober 31, 2022 |
Does an Inheritance Belong in Your Estate Plan?
Getting money from a loved one can be great financial support for someone, but it can also raise plenty of questions for that recipient about ...
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