0 comments

Blending-assets-in-a-blended-family

During a new marriage, it isn’t just the people that blend. Most of the time, assets also get blended soon after the wedding. That can add a whole new layer to the blended family dynamic. 

 

We’d love to imagine scenarios where everyone loves everyone. And everyone wants to provide for everyone. And everyone gets along famously. Wouldn’t that be fantastic?! 

 

Sadly, that isn’t always the case. Now imagine a scenario where the blended family doesn’t mix well. What happens to combined assets, and who provides for who? 

 

Things can get complicated quickly. 

 

If your desire is to protect your assets, joint wishes, and individual wishes, an estate planning tool called a trust can help. It will deliver exactly what you need and take the stress and worry out of the equation. 

 

Our office can talk you through the options such as individual trusts, joint trusts, and future interest trusts that can be created to meet your blended family’s goals. Another significant benefit of using a trust is that it avoids the costly probate process in most states. 

 

We specialize in educating and helping you protect what you have for the people you love the most. Contact us to learn more about how we can help.

RELATED POSTS:

February 21, 2025

Are you worried about the expenses involved in estate administration? We’ve got you covered.  Here are some tips to help ...

Cutting Estate Administration Costs

February 14, 2025

Lifelong learning is essential for maintaining a fulfilling and healthy life, especially as we age.  Continuously acquiring knowledge and new ...

The Importance of Lifelong Learning

{"email":"Email address invalid","url":"Website address invalid","required":"Required field missing"}
Register for Our Upcoming Event!

Age Like You Mean It!

sm

Planning for the Second Half of Life

Our clients love our Zoom concierge meetings! We offer closed captions for the hearing impaired - both in meetings and in the webinar.

youre-not-alone-series-books
You're Not Alone Book Series

A new informational guide for those who have received an Alzheimer’s Diagnosis and their families.

10.0Helayne Levy Payne
Helayne Levy PayneReviewsout of 45 reviews
superlawyers-2022
superlawyers-2021
superlawyers-2022
superlawyers-2023
superlawyers-2024
super-lawyers-5years
>