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Understanding Blended Families: Navigating Estate Planning and Unique Challenges Part 2

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Manage episode 435842851 series 2954717
Indhold leveret af Tammi Caress. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Tammi Caress eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Welcome to today's episode, where we dive into the essentials of estate planning with a focus on blended families. We'll explore the critical documents in an estate plan for blended families, the consequences of not having a Will or Trust, and how each can benefit blended families. Plus, we'll discuss planning for minor children, stepchildren, and how to navigate spousal considerations and family dynamics in a comprehensive estate plan.

Stay tuned as we break down practical steps to ensure your plan is up-to-date and aligned with your wishes.

Links and Resources Mentioned

Should I have a Will or a Trust

https://caresslaw.estate/episode-1-should-i-have-a-will-or-a-trust/

Spousal Elective Share

https://caresslaw.estate/podcast-oregon-spousal-elective-share/

On Demand Workshop: Planning for Guardianship of Minors

https://caresslaw.estate/on-demand-workshop-guardianship-of-minors/

Business google review: https://g.page/r/CZ7knJUB7Sd8EB0/review

Connect with Tammi Caress

https://caresslaw.estate/

https://www.linkedin.com/in/caresslaw/

Follow the podcast in Apple Podcasts or Spotify

https://podcasts.apple.com/us/podcast/navigating-estate-planning-with-caress-law/id1576876621

https://open.spotify.com/show/4iGJ7mtWDeqgHExxPqKeKp

  continue reading

29 episoder

Artwork
iconDel
 
Manage episode 435842851 series 2954717
Indhold leveret af Tammi Caress. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Tammi Caress eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Welcome to today's episode, where we dive into the essentials of estate planning with a focus on blended families. We'll explore the critical documents in an estate plan for blended families, the consequences of not having a Will or Trust, and how each can benefit blended families. Plus, we'll discuss planning for minor children, stepchildren, and how to navigate spousal considerations and family dynamics in a comprehensive estate plan.

Stay tuned as we break down practical steps to ensure your plan is up-to-date and aligned with your wishes.

Links and Resources Mentioned

Should I have a Will or a Trust

https://caresslaw.estate/episode-1-should-i-have-a-will-or-a-trust/

Spousal Elective Share

https://caresslaw.estate/podcast-oregon-spousal-elective-share/

On Demand Workshop: Planning for Guardianship of Minors

https://caresslaw.estate/on-demand-workshop-guardianship-of-minors/

Business google review: https://g.page/r/CZ7knJUB7Sd8EB0/review

Connect with Tammi Caress

https://caresslaw.estate/

https://www.linkedin.com/in/caresslaw/

Follow the podcast in Apple Podcasts or Spotify

https://podcasts.apple.com/us/podcast/navigating-estate-planning-with-caress-law/id1576876621

https://open.spotify.com/show/4iGJ7mtWDeqgHExxPqKeKp

  continue reading

29 episoder

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