blended families

3 Critical Considerations For How To Save For Your Child (or Grandchild’s) College Education—Part 1

If you have started to save for your child or grandchild’s college education, it is worth considering whether to use a 529 plan, an education savings account, or an Irrevocable Trust.  Here is what we think you should consider as you decide:  First, consider whether you want your offspring to have broader options than just …

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5 Common Estate Planning Concerns For Your Second (Or More) Marriage

With divorce occurring in roughly 50% of all marriages in the U.S. and life expectancy increasing every day, second—and even third—marriages are becoming quite common. And when people get remarried in mid-life and beyond, they often bring children from prior marriages into the mix. Such unions are often referred to as a “blended” family or …

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How To Pass On Family Heirlooms and Keepsakes Without Causing A Family Feud

When creating an estate plan, people are often most concerned with passing on the “big things” like real estate, bank accounts, and vehicles. Yet these possessions very often are not the items that have the most meaning for the loved ones we leave behind. Smaller items, like family heirlooms and keepsakes, which may not have …

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How Creating A Life & Legacy Plan With Us Creates And Preserves Your Family’s Legacy

When you think about loved ones who have passed away, you probably do not think very much—or even at all—about the “things” they have left you. And when they do leave something behind, what you likely cherish most about the object are the memories and feelings the item evokes, not the thing itself. For the …

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