Blended Families
New family structures need updated directives and documentation
Honor Your Vows and Protect Your Expanded Family
Without proper estate planning for blended families, your children and new spouse could face major legal complications at the worst possible time. Assets representing a lifetime of hard work can be lost in short order.
If you already have an estate plan from a previous marriage, Merhab Robinson & Clarkson can help bring it up to code so that it protects your newly blended family. This includes titling your respective assets in the names of both spouses and designating one another as the primary beneficiary of your respective retirement plans and life insurance policies.
Latest Blogs
Pros and Cons of Naming Many Residuary Beneficiaries in a Will or Trust
You have meticulously created your estate plan to ensure that it includes and addresses all of your most important assets (accounts and property). You have reviewed your asset list repeatedly,
Can I Leave My Spouse Out of My Estate Plan?
The relationship between spouses is special in all contexts, not the least of which is the estate planning context. In many instances, you can exclude people from your estate plan,
A Trust for Fluffy or Fido?
Why Every Pet Parent Needs to Consider a Pet Trust Today Estate planning is about protecting what is important to you. Although much of the traditional estate planning conversation focuses
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1551 N. Tustin Ave.
Suite # 1020
Santa Ana, CA 92705
