Inheritances in Blended Family Estate Planning

“What’s fair?” is a question I tend to hear in estate planning strategy sessions. This is particularly true when it comes to blended families, because assets brought to the marriage may not be equal and there are children in the picture from previous relationships. Then, to complicate the question of what is fair, there may be children born in this marriage. Should everything just be divided equally, or are there other options? In this video, Jeff reviews the different blended family estate planning inheritance options that he uses in his own practice.
#estateplanning #blendedfamily

SUBSCRIBE
https://youtube.com/nclawyer?sub_conf...

RELATED VIDEOS
Lawyer Changed Dad’s Will Before He Died?:    • Lawyer Changed Dad’s Will Before He D...  
Estate Planning Playlist:    • Estate Planning  

PLAYLISTS
Estate Planning Playlist:    • Estate Planning  
Reaction Videos Playlist:    • Reaction and Story Videos  
Medicaid Planning Playlist:    • Medicaid Planning  
Special Needs Estate Planning Playlist:    • Special Needs Planning  
Professional Series Playlist:    • Professional Series  
Financial and Insurance Planning Playlist:    • Financial and Insurance Planning  

COURSES, PROGRAMS, AND WEBINARS
Trust 101 Webinar. FREE WEBINAR What is probate? What’s the difference between a Will and a Revocable Living Trust? What are the big decisions I need to make? There’s a lot of information, misinformation, and folk remedies out there, but I cut through all of that to explain the basics of estate planning in plain English, long before you step foot into the attorney’s office to work on your specific goals and objectives. http://www.trust101webinar.com.

Blended Family Estate Planning: FREE WEBINAR. When it comes to estate planning for a blended family, the decisions that need to be made are just a little more complicated. If you and your spouse or partner have children from previous relationships, then this FREE webinar is for you. What is fair? Who raises children if anything happens? Who is in charge of an inheritance until the beneficiary is old enough? These and many more questions and options are reviewed to help get your own estate planning put together.

Special Needs Planning Webinar. FREE WEBINAR. There are very few areas of estate planning more fraught with risk than trying to plan an inheritance for a special needs beneficiary… if you don’t know the basics. In this free webinar, I go through the myths, goals, and proper techniques in estate planning for a beneficiary with special needs. http://www.specialneedsplanningwebina....

Trust Funding Webinar. FREE WEBINAR. It’s not enough to just have a revocable living trust and not ensure that your assets are coordinated with it to avoid probate. It’s like having the world’s best suitcase for your dream vacation, but failing to pack everything you need. In this webinar, I break down the biggest “trust funding fails” I have seen in my legal career. Trust funding doesn’t have to be a complicated mess when you know the basics and reasoning behind the different techniques. http://www.trustfundingwebinar.com.

Medicaid Planning Webinar. FREE WEBINAR. When it comes to Medicaid Planning, there is little room for mistakes and hardly no forgiveness for incorrect moves (at least without expensive court intervention). In this free webinar, I review the different ways to pay for long term care, and why the “traditional” long term care insurance industry fell apart. http://www.payforlongtermcare.com.

In-Law Protection Planning. FREE WEBINAR. Unfortunately, not all marriages are “happily ever after,” and sometimes parents see red flags that their married children ignore. There’s not much parents can do in the marriage, nor do they want to, especially when there are grandchildren involved. But this doesn’t mean that you have to risk your hard earned fortune has to end up going to an in-law… or even possibly to their daughter-in-law’s next spouse and his children. http://www.inlawplanningwebinar.com.

VA Pension Crash Course. One of the least known, least utilized benefits available to senior veterans is the Veterans Pension Benefit. This course reviews the ins and outs of the benefit, who it is meant to help, and the all-important four big tests to qualify. http://www.vapensioncrashcourse.com.

SAY HELLO ON SOCIAL MEDIA!
LinkedIn:   / marsocci  
Instagram:   / the_plain_english_attorney  
Facebook:   / thelawofficesofjeffreygmarsocci  
YouTube:    / nclawyer  
Blog: https://plainenglishattorney.com/blog
Podcast RSS Feed: https://app.kajabi.com/podcasts/21474...