The Pollock Firm LLC

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

Posted on May 1, 2019October 1, 2019

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. […]

Estate Administration

Estate Planning for Non-Traditional Couples

Posted on January 17, 2011August 24, 2018

Prior to discussing estate planning for non-traditional couples, it is important to understand that we agree on a common definition for a traditional couple. The notion of a “traditional couple” has advanced over recent years. Until as recently as 2015, same-sex couples could not legally marry, which from an estate planning perspective, meant that a […]