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How to Fit Your Stepkids Into Your Estate Plan

February 5, 2020

One of the most complicated facets of estate planning emerges when you’ve been married more than once or have children from a previous relationship. Naturally, whether or not you want to leave something behind for all your children and stepchildren is a personal decision and you can decide what’s best for you.

But if you do determine that you’d like to leave something for your stepchildren, it’s wise to discuss that situation with your estate planning attorney. Unfortunately, what tends to happen with most people who don’t consult an expert in which one set of children ends up taking everything and it all depends on how the estate plan was structured before the person passed away.

Make sure that you share with your attorney that some of those who are to receive your property when you pass away are stepchildren rather than blood relatives. Be as specific as possible in your plans about what you intend for them to have- these details make it easier to have your estate carried out as you wish in the future.

Don’t list that you want a piece of property or an amount of money to be split among “your children.” List out their names directly so that it’s very clear you did intend to include- or exclude- certain people in your will

It can also be helpful to establish a trust for estate planning purposes if you have complex concerns like how to pass on assets to stepchildren. 

If you want everyone to share things, you need to delve into the details and make sure that your lawyer has reviewed your proposed will or drafted it directly. Don’t let your loved ones end up embroiled in an estate planning dispute in the courts that could decimate your assets or leave someone out in the cold if that’s not what you intended.


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Schedule your free Exploratory phone call

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can be of assistance.

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listings and become a part of an amazing team.

Our Social Media

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Listen in, Join the Conversation!

Recent Posts
How Insurance Deductibles Work

An insurance deductible is the amount you, the insured, pay before any claim is paid ...

The post How Insurance Deductibles Work first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Enhancing Estate Planning through Heir Involvement

Estate planning goes beyond legal formalities; it’s an essential process that facilitates meaningful family dialogue ...

The post Enhancing Estate Planning through Heir Involvement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Social Security, Medicare, and HSAs

If your employer health plan is a health savings account (HSA) paired with a high-deductible ...

The post Social Security, Medicare, and HSAs first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more