His, Hers, and Ours: Planning for the “Brady Bunch”

by Matthew T. McClintock, JD, TEP | Vice President, Education @WealthCounsel

Estate planning for families these days is more reminiscent of "The Brady Bunch" than "Leave It To Beaver." Complex issues inevitably arise in cases of divorce, remarriage, and blended families, and traditional solutions might not fit.

So what are the options? Download this Insight Brief to learn more about the joint RLT pour-over strategy and how Wealth Docx® helps you easily draft this sophisticated solution.