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Blended Family Estate Planning Horror Story: How One Couple Lost Everything

Warning about financial loss potential

As you may know, over half of all first marriages end in divorce. About 60% of second marriages end in divorce, 70% of third marriages, and well the pattern continues. With remarriages come new relationships, new children, stepchildren, and new financial dynamics. That’s what we call a blended family and while these families can be full of love and connection, they also come with unique estate planning challenges.

How to Keep Your Estate Plan Safe

Estate planning advice and caution

You’ve spent time, thought, and resources creating an estate plan that protects your family and assets, but have you thought about how to keep that plan safe?

What Does a Complete Estate Plan Include?

Estate planning essentials for families

One of the questions I hear most often is, “What does a complete estate plan actually include?” It’s a great question because most people think an estate plan is just a will.

How Much Does Estate Planning Cost in California?

Estate planning cost inquiry and advice

When families create a living trust in California, one of the first questions that comes up is whether the trust should have its own bank account. The answer depends on how your trust is set up, but in most cases…