How Second Marriages and Blended Families Impact Estate Planning
- How Second Marriages and Blended Families Impact Estate Planning Wiser Wealth Management 35:26
On this episode of A Wiser Retirement® Podcast, Casey Smith is joined by Shawna Theriault, CFP®, CPA, CDFA® to talk about how second marriages and blended families impact estate planning. They also discuss how to safeguard your family's future, avoiding probate pitfalls, and the often-overlooked risk of unintentionally disinheriting children from a previous marriage.
Podcast Episodes Referenced:
– Ep 230: What Can and Can't be Included in a Prenup
– Ep 119: Choosing a CPA to Meet Your Estate Planning Needs
YouTube Video Referenced:
– Using an Online Estate Planning Service vs Using a Local Attorney
Blog Referenced:
– Legacy Planning vs Estate Planning: Understanding the Difference
Learn More about Wiser Wealth Management:
– Our website
– Schedule a complimentary consultation to learn more about our flat fee financial planning and wealth management services.
– Download one of our free guides on topics like the top reasons most financial plans fail, post-divorce financial planning checklist, why they keep trying to sell you that annuity, and many more!
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This podcast was produced by Wiser Wealth Management. Thanks for listening!