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Ep43: Yours, Mine & Ours Estate Planning Considerations for Blended Families
Manage episode 407348332 series 3559608
Nội dung được cung cấp bởi Barbara Norman. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Barbara Norman hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
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: anne@mclaughlinlegal.com
#EstatePlanning #BlendedFamilies #Trust #Trustee #Assets
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