Planning for Blended Families – Yours, Mine and Ours

Estate Planning for the Blended Family Every family is different. Those with adopted children, stepchildren or serving as a guardian face unique concerns when creating an estate plan. The law treats adopted children much different than stepchildren or a child (or grandchild) where you may be serving as guardian. The good news is you have … Continued

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Funding a Revocable Trust

Have you properly funded your revocable trust? If your estate plan includes a revocable trust — also known as a “living” trust — it’s critical to ensure that the trust is properly funded. Revocable trusts offer significant benefits, including asset management (in the event you become incapacitated) and probate avoidance. But these benefits aren’t available … Continued

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How to Handle a Second Marriage in Your Estate Plan

Update your estate plan to reflect your second marriage If you’re in a second marriage or planning another trip down the aisle, it’s vital to review and revise (if necessary) your estate plan. You probably want to provide for your current spouse and not inadvertently benefit your former spouse. And if you have children from … Continued

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