Ep43: Yours, Mine & Ours Estate Planning Considerations for Blended Families

07/09/2022 44 min Temporada 1 Episodio 43
Ep43: Yours, Mine & Ours Estate Planning Considerations for Blended Families

Listen "Ep43: Yours, Mine & Ours Estate Planning Considerations for Blended Families"

Episode Synopsis

How are assets protected and preserved when a new spouse (and maybe their kids) join the family? “It depends.” The inter-personal dynamics and the laws can be complex.  Anne Wenger of McLaughlin Legal digs into the complexities of blended families and offers great strategies for passing assets. Anne is committed to providing hands-on legal services to the McLaughlin Legal clients and families she works with, assisting them in making important legal and life decisions for themselves and the future of their loved ones. She excels at breaking down legal and tax concepts in such a way that becomes easily digestible for her clients, making the estate planning process less intimidating. Anne is frequently invited to speak at educational seminars held by financial planning firms for their clients to educate them about estate planning issues.    Connect with Anne: Website: https://mclaughlinlegal.com/ Phone Number:  (858) 678-0061 x 102 Email: [email protected]     #EstatePlanning #BlendedFamilies #Trust #Trustee #Assets   Learn more about your ad choices. Visit megaphone.fm/adchoices

More episodes of the podcast Sage Money Conversations with Barbara Norman CFP®