At least statistically, blended families are an issue in at least every second estate plan.
And, at least in theory, there are no particularly unique issues from an estate planning perspective that need to be considered in a blended family situation, as compared to any other estate planning exercise.
In saying this however, there are a number of strategies that have been developed that arguably are rarely relevant, unless there is a blended family situation.
Following the success of last year’s event, in 2023 learn about 14 further strategies in this webinar, including:
Rinehart Rules Creating a Never Ending Story The Warren Buffett Way Ruling from the grave There’s a Coopers for that
For access to more webinars and resources join one (or all) of the View Communities.
Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.
Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.
Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)
Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning
Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)
Related articles and resources:
PODCAST: #67 – Blended families and estate planning – 13 Strategies for Success PODCAST: #75 – Estate planning in 2023 – where are we at? PODCAST: #68 – Trust Horror Stories … the 6th Edition
Listen to View’s previous episodes here.
