SPOUSES, DIVORCE, and BLENDED FAMILIES: Estate and Inheritance Issues
Estate Planning Legal Webinar Archive: Playlist 07
What special rights does a spouse have – and not have – when inheriting assets? Can a spouse access your retirement accounts? What steps should you take together to ensure a smooth succession to a spouse in a Living Trust?
In this series of webinars, we also answer: How should an Estate Plan and Living Trust deal with ex-spouses, a blended family, or other complicated family situations? Does an ex-spouse have to be included in your will or Trust? Are there special laws in California related to blended families and inheritance? How can a Living Trust or Will be fair to an ex-spouse and children from more than one marriage?
How to PREPARE Financially for the Death of a Spouse
As a couple, you’ve done everything you can to be financially secure upon retirement. But have you considered what the financial picture will look like after the first one of you passes?
PROTECT Child’s INHERITANCE from Future Ex-Spouse
Have you ever thought you might need to protect your child’s inheritance against a future ex son-in-law or daughter-in-law? Worried that your hard-earned wealth will go…
Estate Planning for Blended Families & Second Marriages
People who divorce, remarry, and create blended families often create inheritance disasters because they never updated their Wills, Trusts, Powers of Attorney with an expert. …
Should My Kid be My Trustee? – HUGE Estate Planning DILEMMA
Naming a trustee isn’t about about just naming your oldest, or making sure all your kids are equally involved when they act as a successor …
DIVORCED? Critical Estate Planning: Inheritance issues
Considering divorce? “Yours, Mine, and Ours” has a whole new meaning. Your estate plan NEEDS needs serious rethinking. If you don’t, you’d better think about …
Community Property VS Separate Property? – Estate Problems
Did you know if you’re married, you may not actually own your house? Home ownership for married couples is an extremely complicated issue. A death …