Following our line of discussion for Seniors who remarry or join into a Partnership, we’re tackling the tough issues of Estranged Children, Pre-Nuptial Agreements and Healthcare Advocates. We will break them apart by topic, but like all of these discussions, the topics/issues overlap when Senior Couples remarry or... [Read More]
Category: Tough Talks
Blended Families: Impact on Estate Planning
Our last blog introduced one of the toughest talks we have with clients – those concerning their Adult Children and Grandchildren. As we said in the outset this is a “Highly Charged” area as these emotions are so close to the heart and the relationships are so intricately interwoven. There is no right or wrong... [Read More]
Oops: Accidentally disinheriting loved ones
Continuing our series on “Getting Real: Tough Talks in Estate Planning” we discuss what may happen when changes are made to your Estate Plan. Updates or changes are often made when changes in a person’s relationships occur (re-marriage, for example). Changing your Estate Plan can trigger the need to update and change other important documents. ... [Read More]
Remarriage – Money Discussions and Impact on Estate Planning
In this ongoing series, Getting Real, we talk about the Tough Talks estate planning lawyers undertake with their clients. Remarriage is a common topic. We previously discussed the high percentage of people that remarry or enter into a partnership after they are 55 years old. This statistic has increased over time as we pointed out... [Read More]
Remarriage – Partner: Getting Real in Estate Planning
In our last blog (Getting Real in Estate Planning: Tough Talks), we wrote about the difficult or sensitive conversations estate planning lawyers have with their clients. It’s what we must do to ensure your estate planning goals are achieved which is why listening and knowing what to ask are so important. The first topic we... [Read More]
Getting Real in Estate Planning: Tough Talks
A lot of what we do, is hear great stories. We meet fabulous individuals, and hear a lot about their kids and their interesting stories about their lives and how they became successful and can now leave something to their loved ones. This is a positive in estate planning. The other side of Estate Planning... [Read More]