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233. How Second Marriages and Blended Families Impact Estate Planning
Manage episode 428982510 series 3322284
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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:
- Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how our services can help you achieve financial success.
- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!
Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- Connect with Casey Smith on Twitter
- A Wiser Retirement® YouTube Channel
- A Wiser Retirement® Podcast
- Wiser Wealth Blog
This podcast was produced by Wiser Wealth Management. Thanks for listening!
Розділи
1. Life Events and Family Achievements (00:00:00)
2. Blended Families and Estate Planning (00:09:31)
3. Estate Planning and Family Relationships (00:21:30)
241 епізодів
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