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
Podcast: Should I Have a Will or a Trust?
Podcast: Untangling the Knot: Oregon’s Spousal Elective Share
On-Demand Workshop: Planning for Guardianship of Minors
Connect with Tammi Caress
Follow the podcast in Apple Podcasts or Spotify
