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
Avoid Unintended Consequences with your Planning
Although there is certainly no shortage of people with selfish or malevolent intent, a great number of estate plans that end in disaster are due to unintended consequences.
May 11, 2023
Single Parents Need Estate Planning
Nobody likes thinking about what happens if they should become incapacitated or die. However, we all need to have a plan in place for just these possibilities.
April 18, 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
Steps Seniors should take before Remarrying
As the calendar turned to 2023, many of us took a moment to think about resolutions. I want to lose 10 pounds. I want to read things that aren’t just about work. I want to learn how to play pickleball. Or maybe this year I’ll give a relationship another shot. Maybe I’ll even remarry.
March 6, 2023
Estate Planning is a Personal Process
You and your spouse may visit the same primary doctor, financial advisor and tax preparer. However, what about preparing your wills?
December 27, 2022
The Estate of The Union Season 2 Episode 3 is out now!
The Estate of The Union Season 2, Episode 3 – Mis-Titled Assets Can Wreck Your Planning is out now! Almost everyone thinks that once they have
September 30, 2022
How Divorcing over Fifty effects Estate Planning
“Gray divorce” — the unfortunately named term for divorce after age 50 — is increasing among baby boomers.
May 23, 2022
Safeguard your Inheritance from Divorce
Your dad bequeathed you a generous sum of money on his passing. Those gifted and inherited assets, in many instances, will be considered ‘separate property,’ not marital property. That might mean that they might not be subject to division, if you divorce. However, perhaps you want to backstop that hoped for result to make the protection more likely to stick if your marriage doesn’t work out.
May 9, 2022