Estate Planning for the Blended Family

Balancing the needs of a blended family with your own wishes can be a complicated task, especially when it comes to estate planning.  With a majority of Americans not only marrying once, but twice, three or even four times during their lives, it is a challenge that will come to many.

Even when blended family members get along, estate planning can be complicated. The potential for acrimony among family members can be so great that some people choose to avoid addressing the issue of who will inherit what altogether.  However, as any estate planning attorney will tell you, having no plan is never a good plan.

Overall, an effective estate plan for a blended family will ensure that:·

* Any ex-spouses do not inherit;

* Your own children are protected;

You and your spouse is provided for; and

* Any estate taxes are minimized.

Estate plans are as individualistic as the families they cover, and I welcome the opportunity to discuss your specific situation (or that of a loved one) and to answer any questions you might have.

If you have not already scheduled a Family Wealth Planning Session with our office, call our office at 530.581.5455 now so we can make sure your affairs are in order so life will be as easy for your loved ones as possible if anything happens to you.

To your health, wealth and happiness,


This article is a service of Jill Gregory Law, a Personal Family Lawyer® firm. We don’t just draft documents; we ensure you make informed and empowered decisions about life and death, for yourself and the people you love. That’s why we offer a Life and Legacy Planning Session™, during which you will get more financially organized than you’ve ever been before, and make all the best choices for the people you love. You can begin by clicking the button above or calling our office today at 949-514-8842 or 530-581-5455, to schedule a free 15 Minute Phone Consult with Jill Gregory, or a full Planning Session today. Mention this article to find out how to get this $750 Life and Legacy Planning Session at no charge.

The content is sourced from Personal Family Lawyer® for use by Personal Family Lawyer® firms, a source believed to be providing accurate information. This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal, or investment advice. If you are seeking legal advice specific to your needs, such advice services must be obtained on your own separate from this educational material.