Blended Family | Estate Plan Pros

Complicated family relationships require knowledgeable planning.

It is surprising how ill-equipped standard estate planning practices are to deal with today’s families.  If you’ve remarried, or you or your spouse have children from a different spouse or partner, you could accidentally disinherit your intended beneficiaries quite easily. 

For blended families, estate planning is essential to ensure that the intended beneficiaries receive what you intend them to have.  With our extensive background litigating family law matters, we have a unique perspective in how to help people avoid future problems.

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Why I Love Estate Planning - Going Beyond Avoiding Probate And Taxes

A lot of estate planning material you see out there focuses on avoiding the big expenses – taxes and probate fees.  But what makes me excited about estate planning is working with people who truly care about their family, and want to ensure their success long after they are gone.  For these individuals, the money is only part of the picture; their real concern is the well-being of their...

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Remarriage: A Challenge for Estate Planning Infographic

Remarriage: A Challenge for Estate Planning

More families have spouses who were married before, and may have children from previous relationships.  These families face additional challenges in preparing their estate plans.  Learn how to prepare your family for the future with Living Trust Strategies for Blended Families after checking out our infographic below.

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Giving money to one beneficiary and the bill to another

Splitting Benefits and Costs – Unintended Consequences

Blended families face unique challenges that often involve designating particular assets to go to a surviving spouse, and other assets to children.  The trap for the unwary is that estate expenses are usually paid from the residuary beneficiaries.  What that meant for Tom Clancy’s children is that their step-mother got the bulk of the estate, but they got the estate tax bill. As...

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Protect your spouse, your children, and your retirement with an estate plan

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Blended Family Tips

Living Trust Strategies for Blended Families

Getting remarried can be an exciting time.  After the dust settles, take a moment to consider how your new relationship will impact your children.  If you name your new spouse as a beneficiary on life insurance or retirement, you could be effectively disinheriting your own children.  If you die first, what will your spouse receive, and what will your children receive? These issues...

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Intentionally out in the cold?

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