July 18, 2022 •
Estate Planning 
When combining finances as a new family, there’s lots to consider. To make the best choices, here are six key areas to plan ahead and consider.
Read MoreAugust 24, 2021 •
Estate Planning ![]()
A second marriage can be a balm for the heartache of losing a spouse, be it through death or divorce. Nevertheless, if there are children or other heirs involved, you should consider carefully what will happen with your money and possessions when you pass on.
Read MoreJuly 28, 2021 •
Estate Planning ![]()
We have seen some step siblings able to all get along fine but they seem to be the exception. More likely, one sibling feels divided loyalty to the birth parent, not the step-parent.
Read MoreJune 3, 2021 •
Estate Planning ![]()
A popular technique is to use a qualified terminable interest property (QTIP) trust.
Read MoreMarch 26, 2021 •
Estate Planning ![]()
Married people in second marriages with prior children often have to balance the future well-being of their spouse with that of their own children.
Read MoreMarch 18, 2021 •
Estate Planning ![]()
If you’re in a blended family, you’re already aware of the emotional and financial issues involved in your daily life. However, what about the future?
Read MoreJanuary 15, 2021 •
Estate Planning ![]()
No matter how solid the relationships might be, it is important for parents to be aware how blended families can create unique estate planning issues.
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