Estate Planning for Blended Families
Estate planning for blended families can be very tricky. Even when there is a simple family dynamic, creating an estate plan can involve intricate planning. After all, beneficiary designations on accounts and joint ownership of assets can all trump a Will. Accordingly, in this post, I will explore some of the specific problems Blended Families […]
Joint Trusts – A Great Planning Opportunity for Non-Traditional Couples and Blended Families
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. […]