When you’re blending families, you have to do a complete reassessment of your wealth planning strategies. In this segment, Jean and Soledad explain all the things to consider and discuss with your partner when you’re merging families.

Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.

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