Planning Guide for Second Marriages

  • Deirdre R. Wheatley-Liss


Blended families give rise to lots of challenges, estate planning among them. There is an inherent tension between providing for your spouse, your children from a prior relationship, your spouse’s children, and joint children. Often added to the mix are other agreements you’ve made, such as a separation agreement or prenuptial agreement. Finally, you don’t want your plan to create such confusion or discord that the lawyers are called in. Careful thought is needed to defuse a potential family explosion.


Retirement Plan Retirement Account Blended Family Accumulation Trust Large Asset 

Copyright information

© Deirdre R. Wheatley-Liss 2013

Authors and Affiliations

  • Deirdre R. Wheatley-Liss
    • 1
  1. 1.NJUS

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