How to Leave an Inheritance to Your Child but Not Their Spouse
Safeguard your married child’s inheritance with trusts, prenuptial agreements and postnuptial agreements.
October 21, 2024
Addressing your Estate Planning during Divorce is Critical
Estate planning and divorce are intricate processes, each filled with legal nuances and detailed accounting (to say nothing of the emotions involved).
July 31, 2024
Diverse Family Structures Have Unique Estate Planning Challenges
The law doesn’t always cater to diverse family structures. Those who live as extended families, as part of same-sex couples, or other families need to pay special attention to estate planning.
June 10, 2024
Updating Beneficiaries after Gray Divorce
Explore critical steps for updating beneficiaries after a mid to late-life divorce to protect assets and secure loved ones’ futures.
May 30, 2024
Divorce Impacts your Estate Plan
Divorce significantly affects your estate plan. Therefore, it’s crucial to take timely action to revise it. If you’re going through a divorce or have recently finalized one, it may be time to review and update your estate plan.
February 26, 2024
Marital Trusts help protect Blended Families
Understanding marital trusts is crucial for couples looking to secure their financial future and provide for the surviving spouse tax-efficiently. This article is a guide to marital trusts, how they work and their advantages and disadvantages. With the potential to safeguard assets and ensure that they reach the intended beneficiaries, marital trusts can be an effective part of a comprehensive estate plan, particularly for those in a second marriage or a blended family. What Is a Marital Trust? A marital trust is a type of irrevocable trust and is crafted to benefit…
December 18, 2023
Be cautious using Portability in a Second Marriage Estate Plan
The family’s attorney and family office advisors should exercise caution in a marriage in which there are children from a prior marriage or other nonstandard family situations.
July 19, 2023
Protecting Assets in a Second Marriage can be a challenge
Estate planning is nearly always worthwhile but can be extra important when you have stepchildren.
May 23, 2023
Protecting Inheritances in a Blended Family
As divorce and second marriages become increasingly common, more people find themselves raising children who are not biologically their own. Estate planning for blended families should address this unique situation.
April 10, 2023
Divorce requires a Review of Estate Planning
When you’re in the midst of a divorce, you’re probably not thinking about estate planning or your will. However, if you’re divorcing, you should think about the impact a divorce can have on an estate plan.
March 14, 2023