dcblendedfamilies

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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Updating Your Estate Plan for Divorce: 5 Changes to Make

Since you are still legally married until the divorce is final, if you happen to pass away or become incpacitated while your divorce is ongoing and have yet to update your estate plan, your current spouse could wind up with complete control over your life and assets.

Considerations When Planning Your Legacy

When establishing your legacy there are lots of things to think about. Having a solid estate plan gives your loved ones a leg up at an already difficult time.