Blended Families

You love your family.

You want to ensure things are as easy as possible for them if and when something happens to you.

Here is the really important party though: If you are a blended family and either you or your spouse have children from a prior marriage, you must engage in estate planning that will keep the people you love out of conflict.

No matter how close or friendly you think your new spouse and your children are, there is simply an unavoidable, inherent conflict between them upon your death.

The great news is that this conflict can be mitigated and you can ensure that the people you love most will all be well taken care of with the most ease possible.

You can even take actions in advance to support their being on the same team with each other in a time of grief and when something happens to you.

But it doesn’t happen like magic.

It does take planning, and I am well-trained and highly skilled in planning for the needs of blended families.

If you are in a blended family, schedule your Family Wealth Planning Session and we can look together at everything you own, and everyone you love, and what would happen to all of it, when something happens to you.

Then, you will be informed, educated and empowered to make the right planning decisions for the people you love.