Yours, Mine and Ours: Estate Planning for Blended Families

Blended families are incredibly common, but our clients who are a part of blended families often feel that their challenges in crafting a “fair” estate plan are uniquely complex. Learn how to talk about the special issues impacting blended families productively, and discover methods to generate options for structuring estate plans that give these clients the peace of mind that their estate plan reflects their values and addresses their concerns.

Learning Objectives:
1. Identify the types of blended families
2. Understand the special challenges facing blended families in the context of estate planning
3. Generate options for structuring estate plans for blended families

NASBA CPE Credit: 1 NASBA Field of Study: Finance