What to Keep in Mind When Doing Your Estate Planning for a Second Marriage

August 22, 2016

Along with the surge in gray divorce or increasing numbers of individuals above age 50 and 65 who are getting divorced, it’s important to think carefully about planning ahead for estate planning as you get remarried.estate planning NJ

 

Some of the most pertinent issues include:

  • Children from a previous relationship
  • Family harmony and balance in general
  • Financial security for your surviving spouse
  • Assets that are inherited or acquired during the second marriage
  • Assets that you own and are bringing into the relationship

Some of the most important steps you can follow with your new spouse include:

  • Discussing finances
  • Evaluating previous commitments
  • Considering whether a prenuptial or post-nuptial agreement could help you
  • Reviewing your estate planning documents
  • Carefully considering how children from prior relationship will be influenced with any new estate planning documents

It’s important to consult with a knowledgeable attorney who has handled complex estate planning issues before. Having an attorney who is committed to finding the best possible strategies and documents for you is critical for your success.


Practice Areas:



Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Payment Portal
for Tax and Accounting invoice

This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts

Rushed Transition from Paper Checks Could Harm Taxpayers — What You Need to Know

The rushed shift by Treasury toward eliminating paper checks by September 30, 2025 could leave vulnerable taxpayers behind. Learn the risks and how to navigate them. A ...

<p>The post Rushed Transition from Paper Checks Could Harm Taxpayers — What You Need to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Unlocking the Power of QSBS: How the New Tax Law Can Save You Millions When Selling Your Business

Discover how the One Big Beautiful Bill Act (OBBBA) significantly enhanced Qualified Small Business Stock (QSBS) tax benefits, potentially exempting gains of $15 million or ...

<p>The post Unlocking the Power of QSBS: How the New Tax Law Can Save You Millions When Selling Your Business first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

National 401(k) Day: Take Control of Your Financial Future with Omni 360 Advisors

Every September, National 401(k) Day is a timely reminder of how crucial retirement planning is to your overall financial strategy. Falling this year on Friday, September 5, this day highlights the importance of reviewing your savings plan—and making sure you’re truly on track ...

<p>The post National 401(k) Day: Take Control of Your Financial Future with Omni 360 Advisors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>