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Women & Wealth February 2016: Estate Planning for Blended Families

Women’s Series:  Estate Planning for Blended Families

A blended family is a married couple in which one or both spouses have children from a previous marriage or relationship.  In most instances individuals in blended families want to provide for their spouse as well as their children from their previous relationship if they predecease their family.  There are several ways to accomplish this goal based on what the family’s specific goals are once one of the spouse’s is deceased.

Working with an estate planning attorney can help you find an estate plan that will be a good fit for your family.  Some options and examples for different ways to set up an estate plan for blended families are as follows:

Like I said in my last newsletter about divorce; we are very fortunate to live in a community with great law firms. If you need help in this area I would recommend you contact a local estate planning attorney and get started on a plan that will work best for your blended family.

Our next Women’s Newsletter will be about Death of a Spouse.

Thank you,

Christina Jones

Financial Planner

CERTIFIED FINANCIAL PLANNER™

[email protected]

 

Any opinions are those of Christina Jones and not necessarily those of Raymond James. RJFS financial advisors do not render legal advice. You should discuss any legal maters with the appropriate professional.

 

Begley Admin. What Blended Families Should know about Estate Planning – Special Report. Retrieved from https://www.begleylawyer.com/2012/02/what-blended-families-should-knowabout-estate-planning-special-report/.

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