Passing It On: Estate Planning for Families

Estate Planning for Blended Families: Why a Will or Trust Is Essential


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Blended families face unique challenges when it comes to estate planning. Without clear instructions in a will or trust, assets are often divided between a surviving spouse and children from a previous relationship — which may not align with your wishes.

In this episode, I explain why verbal instructions aren’t enough and how proper estate planning can prevent family disputes and ensure your assets are distributed according to your wishes.

California residents: Protect your loved ones with a FREE estate planning strategy session. Schedule yours now at www.ocestateplanlawyer.com.

#EstatePlanning #LivingTrust #FillThatBucket #Pevney #FinancialFreedom #OrangeCounty

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Passing It On: Estate Planning for FamiliesBy Michael Pevney

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