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Take our short course in minutes: "Do I need to update my estate plan?"

 

Often when I meet with blended families, they already sense the need for special planning due to their situation but are not aware of the many alternatives. Traditional families often overlook the very significant possibility, even probability in many cases, that they will become blended families in the future.

We’ll focus on this topic at our Family Protection Clinic (aka estate planning seminar) lunch meeting on Tuesday, February 13, 2018. (Our weekly seminar revolves through about a dozen focus topics, then opens up to general discussion.)

In addition to getting a valuable voucher for free handgun training at the world’s largest shooting school (details here) and satisfying the prereq for our free California concealed carry class (details here), this seminar will enable you to discuss the following issues with friends, family, and neighbors:

  • How might planning for blended families create or avoid conflict within blended families?
  • Should you be concerned that your surviving spouse, by changing his or her will, could disinherit your children?
  • Is a QTIP trust arising under one joint revocable trust a complete solution? or is a better result achieved with a three-trust arrangement?
  • What are the drawbacks of trying to provide separately for beneficiaries with separate assets and insurance policies?
  • Does trustee selection work any differently for blended families?
  • How might trust protectors help blended families?

So come visit our Family Protection Clinic(s) and gain expertise on estate planning and self-defense!


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