Joint Trusts

Joint Trusts – A Great Planning Opportunity for Non-Traditional Couples and Blended Families

Posted Posted in Estate Planning, Kevin's Blog, New Jersey, Non-Traditional Couples, Pennsylvania, Trust Planning

Creating an estate plan for clients who are in non-traditional relationships or are part of a blended family can be very tricky. Why is Estate Planning for Non-Traditional Couples So Tricky? Let’s assume a hypothetical fact situation where you have a women (Jane) with $4M in assets.  She is a widow and has 2 children.  […]