Remarriage and Your Trust
We see it often in our practice. A couple prepares their estate plan, including a joint revocable trust. One spouse dies, and eventually the surviving spouse remarries. What is the relationship between remarriage and your trust plan? Michael Berezo Michael Berezo lived in Kirkwood, Missouri. He had married Alene Haskell in 1986; the couple had […]
Planning Is Essential for Second Marriages
Is your current Mr. or Mrs. Right not your first spouse? And do you have kids from another relationship? Second marriages can be wonderfully fulfilling, but step families come with built-in tensions. If this is you, it’s essential to consider an estate plan. Otherwise, the state of Arizona has a plan, and its rules almost […]
Estate Planning in Second-Marriage Situations Can Be Tricky
AUGUST 17, 2015 VOLUME 22 NUMBER 30 We frequently see clients in second (or even third or fourth) marriages, with children from prior relationships. When we discuss how their assets should be distributed, they can usually give us a quick summary. Their plans vary, but they often fit into one of these models: Maybe the […]