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Blended Families, Second Marriages & Your Estate Plan
Episode Summary
In this episode of Estate Planning: Beyond the Binder, Brian Chew, managing partner of OC Wills and Trusts, explores the unique estate planning challenges that come with blended families and second marriages. From stepchildren and separate property to prenuptial agreements and trust structures, Brian shares strategies to help protect both your spouse and your children while minimizing conflict.
What You Will Learn in This Episode
Key Timestamps
01:15 – Why estate planning for blended families is more complex than traditional families
04:20 – Common mistakes in second marriages and how to avoid them
07:45 – Protecting children’s inheritance while supporting a surviving spouse
10:15 – The role of prenuptial and postnuptial agreements in dividing assets
12:50 – The importance of updating your estate plan after remarriage
15:00 – Why the family home often creates the most conflict
17:30 – Choosing trustees and preventing family disputes
About the Show
Estate Planning: Beyond the Binder is a podcast dedicated to simplifying estate planning for families in California. Featuring attorney Brian Chew, managing partner at OC Wills and Trusts, the show provides expert insights into trusts, wills, and asset protection strategies. Through clear explanations and practical advice, the podcast empowers listeners to secure their family’s financial future and build lasting legacies.
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By dennis2qEpisode Summary
In this episode of Estate Planning: Beyond the Binder, Brian Chew, managing partner of OC Wills and Trusts, explores the unique estate planning challenges that come with blended families and second marriages. From stepchildren and separate property to prenuptial agreements and trust structures, Brian shares strategies to help protect both your spouse and your children while minimizing conflict.
What You Will Learn in This Episode
Key Timestamps
01:15 – Why estate planning for blended families is more complex than traditional families
04:20 – Common mistakes in second marriages and how to avoid them
07:45 – Protecting children’s inheritance while supporting a surviving spouse
10:15 – The role of prenuptial and postnuptial agreements in dividing assets
12:50 – The importance of updating your estate plan after remarriage
15:00 – Why the family home often creates the most conflict
17:30 – Choosing trustees and preventing family disputes
About the Show
Estate Planning: Beyond the Binder is a podcast dedicated to simplifying estate planning for families in California. Featuring attorney Brian Chew, managing partner at OC Wills and Trusts, the show provides expert insights into trusts, wills, and asset protection strategies. Through clear explanations and practical advice, the podcast empowers listeners to secure their family’s financial future and build lasting legacies.