You want to ensure things are as easy as possible for them if and when something happens to you.
Here is the really important part though: If you are a blended family and either you or your spouse have children from a prior marriage, there is no way around it – you must plan ahead to keep the people you love out of conflict.
No matter how close or friendly you think your spouse and your children are, there is simply an unavoidable and inherent conflict among them upon your death.
The great news is that this conflict can be mitigated and you can ensure that the people you love most will all be well taken care of with the most ease possible.
You can even take actions in advance to support their being on the same team in a time of grief if and when something happens to you.
It does take planning, and we are well-trained and highly skilled in planning for the needs of blended families.
If you are in a blended family, schedule your Family Wealth Planning Session and we will look together at everything you own and everyone you love, and what would happen to all of it if and when something happens to you.
Then you are informed, educated, and empowered to make the right planning decisions for the people you love.
We will call you back as soon as possible