Estate Planning For Blended Families

Recorded: Wednesday, July 20, 2022

Hosts/Presenters:

Dennis M. Sandoval, Managing Partner of Sandoval Legacy Group

It is estimated that more than half of all Americans have experienced a blended family at some point in their lives. Blended families are families in which one or both parents are parents to children from a previous relationship. The complexities of these different relationships can be difficult to navigate, and when a spouse dies, the situation can become even more complex financially and emotionally.

Blended families need an estate planning strategy to ensure their children – both biologically and through marriage – are protected. It may involve nominating guardians, selecting trustees and executors, planning for the well-being of surviving spouse while also possibly providing for the children of the deceased spouse, and deciding how assets will be divided upon the death of both spouses. Some couples immediately co-mingle all their assets upon marriage while others desire to keep the assets they bring into the marriage separate and only co-mingle newly acquired assets. How can this best be accomplished? During this webinar, “Estate Planning For Blended Families,” you will learn how to protect your blended family with a thorough and customized estate plan from Sandoval Legacy Group and attorney Dennis M. Sandoval.

What Is Covered:

• His, hers, and ours. Keeping assets segregated, if desired.
• Estate planning strategies to protect the surviving spouse and each side of the blended family
• Complexities and intricacies of estate planning with a blended family
• Promoting family harmony
• Creating a successful estate plan to ensure the family’s needs are met

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