Planning Considerations for Elderly Clients

By WealthCounsel Staff on Jan 27, 2015 11:17:00 AM

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Estate Planning for Same-Sex Couples: From Cottage to Mainstream

By WealthCounsel Staff on Jan 23, 2015 3:18:32 PM

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Estate Planning for Blended Families – (Hint: It’s not a very Brady world.)

By WealthCounsel Staff on Jan 13, 2015 1:16:00 PM

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Yes, I suppose they fit the broad definition of a blended family, but the story of the “lovely lady” and a “man named Brady” was, of course, simply that. A story. When I turn off the TV and look at today’s blended families, my first observation is how very unique and different they all are. (Or as one estate planner remarked to me: “If you’ve seen one blended family, you’ve seen one blended family.”)

Estate planning for blended families is complex and it requires a watchful eye and a delicate touch. Clients in blended families should understand that there are important additional issues unique to them that must be addressed, like how to properly provide for their spouse without accidentally disinheriting their own kids. If there are minor kids, planning for their custody adds further complexity.

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