Trusts & Estates

read
Trusts & Estates

Estate Planning for Blended Families

by Matthew T. McClintock, JD | VP of Legal Education, WealthCounsel

Estate planning for blended families is complex and it requires a watchful eye and a delicate touch. Clients in blended families should understand that there are important additional issues unique to them that must be addressed, like how to properly provide for their spouse without accidentally disinheriting their own kids. If there are minor kids, planning for their custody adds further complexity.

Please complete the form below to download this WealthCounsel Insight Brief to learn more.


Complete the form to get your free guide

Related Resources

EPAW Hero Image 2024
read
Trusts & Estates

2024 Estate Planning Awareness Week - Free Marketing Package

Get free access to the 2024 Estate Planning Awareness Week marketing package with customizable blog content and letters so you can reach out to current and prospective clients, as well as referral sources, without having to spend hours creating original content from scratch.

Learn More
240903 Industry Trends landing page banner DL
read
Trusts & Estates

2024 Estate Planning Industry Trends Report

Don't miss your chance to stay at the forefront of the estate planning industry. Download the full report for free by submitting the form on this page, and be well-prepared for current opportunities and challenges.

Learn More
Quarterly24 V18 3 teaser Issue3 1000x395
read
Trusts & Estates

WealthCounsel Quarterly, Volume 18, No. 3—Client-Focused Planning Considerations

This issue of the WealthCounsel Quarterly highlights some essential but often overlooked estate planning documents that young adults should have in place as they venture outside their parents' homes to establish independent lives, whether starting their first year of college or beginning careers.

Learn More

Get the Premier Magazine for Industry Thought Leaders