4-Minute Money IdeasLanguage: en Genres: Business, Education, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Balancing Family Needs in Estate Planning
Thursday, 21 November, 2024
How do you ensure your spouse’s future is secure and protect your children’s inheritance? For blended families, estate planning can feel like a high-wire act. In this episode, we dive into practical strategies for balancing different family members’ needs, using trusts to safeguard assets, and how clear communication can help prevent family conflicts. Plus, we’ll share real-world examples, like a recent client’s story of creating a trust that supports both his wife and children. If you’re ready to build a legacy that honors your commitments to each loved one, tune in to get actionable tips on creating a thoughtful, family-centered estate plan.