by Christine | Oct 27, 2015 | Blended Families, Estate Tax Returns |
Just as second and subsequent marriages are more complex, estate planning for second and subsequent marriages is also far more complex than first marriages. How do you protect your spouse and your children at the same time? Can you provide for everyone comfortably?...
by Christine | Oct 8, 2015 | Blended Families, Estate Planning |
When people remarry, the dynamics between children and step-parents is never over, even after one of the spouses has passed away. In cases when one spouse was a millionaire, a challenge to the will is almost expected. But one case in New York has an unexpected twist....
by Christine | Feb 18, 2015 | Asset Protection, Blended Families, Estate Planning, Estates, Living Trust, Turnover |
Blended families without a proper estate plan for wealth transfer could run into additional obstacles not observed by traditional families. For example, state inheritance rules, intestate laws, and conflicts in beneficiary designations could be inconsistent with the...
by Christine | Feb 5, 2015 | Asset Protection, Blended Families, Elder Law, Estate Planning, Retirement Planning, Tax Planning, Trusts |
Couples planning to blend families often have to make financial arrangements that respect previous relationships with ex-spouses and their families. Issues range from childcare and eldercare to potentially complex matters involving businesses, investment assets and...
by Christine | Nov 10, 2014 | Asset Protection, Assets, Blended Families, Estate Planning, Estates, Inheritance, Living Trust, Probate, Tax Planning, Trusts, Wills |
A tax battle is brewing over his $83 million estate, pitting Mr. Clancy’s wife against the adult children of his former marriage. His widow Alexandra Clancy is taking legal steps aimed at shifting all state and federal estate taxes—estimated in court...
by Christine | Nov 28, 2013 | Blended Families, Estate Planning |
When Carol and Mike Brady got together on the classic TV show "The Brady Bunch," there wasn't a lot of discussion about how the couple would handle things like updating their life insurance policies to reflect their new, blended family, or...
