Estate Planning Tips for Blended Families

Estate Planning for Blended Families: Pitfalls and Solutions

By James L. Cunningham Jr., Esq. One of the many vital complications to consider in estate planning is a “blended family.” This term is applied to families ...

Tips and Advice on Estate Planning for Blended Families | Trust & Will

A good rule of thumb when Estate Planning for a blended family is to be as thorough as possible. Take time with your spouse, and in some cases even your former ...

Estate planning tips for your blended family

Drafting an estate plan by no means ensures a smoothly blended family. That's why it's critical to maintain meaningful and ongoing communication among all ...

Estate Planning for Blended Families - Bessemer Trust

Here's the challenge for blended families: In order to qualify for the marital deduction, assets in a marital trust can be available only for ...

Estate Planning Guide for Blended Families - Trustworthy

The ideal estate planning option for blended families is one that takes into consideration each family tie.

Estate planning for the modern blended family | LegalZoom

Estate planning for the modern blended family · Setting up a trust. Married people commonly leave everything to each other in their wills.

What Blended Families Should Know About Estate Planning

What Blended Families Should Know About Estate Planning. An estate plan with an Irrevocable Life Insurance Trust may help reduce estate taxes and ensure ...

Estate Planning for Blended Families - First Citizens Bank

Two types of trusts are particularly well-suited for blended family estate planning—a qualified terminable interest property trust, or Q TIP ...

Estate Planning for Blended Families

5 Estate Planning Tips for Blended Families · #1 – Communication is key. · #3 – Consider the possibility that your spouse could remarry. · #4 – ...

Estate planning for blended families: Four tips on getting it right

Blending two families together requires advance wealth planning with clear goals. Here are some tips for planning your estate while maintaining family harmony.

Seven Tips for Estate Planning for Blended Families

By: Shannon McNulty, Attorney, The Village Law Firm · 1. Transparent Communication · 2. Consider the Use of Trusts: · 3. Update Beneficiary Designations: · 4.

Estate Planning for Blended Families - Thrivent

Some people treat the assets that each spouse brought to the marriage separately from the assets that were accumulated together as a way of ...

Estate Planning for Blended Families: The Role of Trusts

Types of Trusts Useful for Blended Families · Definition and Basic Function: An irrevocable trust cannot be easily changed or terminated after ...

Estate Planning for Blended Families: Pitfalls and Solutions

A great way to ensure protection for each child in your family is to consider estate planning for blended families, both biological and through ...

Estate Planning for Blended Families: Tips and Considerations

One of the most important parts of estate planning in a blended family is open communication. In many families, financial matters are not ...

Estate Planning for Blended Families: Challenges and Opportunities

Estate planning in blended families requires clear, open communication. It's essential that family members discuss their expectations and ...

6 Estate Planning Tips For Blended Families - Forbes

If you are in this category and raising a blended family, here are six pointers for protecting your family and your assets.

Estate Planning for Blended Families: Essential Tips to Consider

Here's a comprehensive guide to estate planning for blended families that addresses the issues you're likely to face.

Estate Planning for Blended Families: Complete Guide

How to Divide Assets in a Blended Family. There are three typical kinds of estate planning options for blended families: wills, trusts and ...

Estate Planning For Blended Families: Our Top Tips

In this article, we will share how to make that all-important investment with some advice on estate planning for blended families.