A Wiser Retirement®

How Second Marriages and Blended Families Impact Estate Planning

July 15, 2024 Wiser Wealth Management Episode 233
How Second Marriages and Blended Families Impact Estate Planning
A Wiser Retirement®
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A Wiser Retirement®
How Second Marriages and Blended Families Impact Estate Planning
Jul 15, 2024 Episode 233
Wiser Wealth Management

On this episode of A Wiser Retirement® Podcast, Casey Smith is joined by Shawna Theriault, CFP®, CPA, CDFA® to talk about how second marriages and blended families impact estate planning. They also discuss how to safeguard your family's future, avoiding probate pitfalls, and the often-overlooked risk of unintentionally disinheriting children from a previous marriage.

Podcast Episodes Referenced:
- Ep 230: What Can and Can't be Included in a Prenup
- Ep 119: Choosing a CPA to Meet Your Estate Planning Needs

YouTube Video Referenced:
- Using an Online Estate Planning Service vs Using a Local Attorney

Blog Referenced:
- Legacy Planning vs Estate Planning: Understanding the Difference

Learn More about Wiser Wealth Management:
- Our website
- Schedule a complimentary consultation to learn more about our flat fee financial planning and wealth management services.
- Download one of our free guides on topics like the top reasons most financial plans fail, post-divorce financial planning checklist, why they keep trying to sell you that annuity, and many more!

Connect With Wiser Wealth Management:
- YouTube Channel
- Facebook
- LinkedIn
- Instagram
- Twitter
- Casey Smith's Twitter
- Podcast
- Blog

This podcast was produced by Wiser Wealth Management. Thanks for listening!

Show Notes Chapter Markers

On this episode of A Wiser Retirement® Podcast, Casey Smith is joined by Shawna Theriault, CFP®, CPA, CDFA® to talk about how second marriages and blended families impact estate planning. They also discuss how to safeguard your family's future, avoiding probate pitfalls, and the often-overlooked risk of unintentionally disinheriting children from a previous marriage.

Podcast Episodes Referenced:
- Ep 230: What Can and Can't be Included in a Prenup
- Ep 119: Choosing a CPA to Meet Your Estate Planning Needs

YouTube Video Referenced:
- Using an Online Estate Planning Service vs Using a Local Attorney

Blog Referenced:
- Legacy Planning vs Estate Planning: Understanding the Difference

Learn More about Wiser Wealth Management:
- Our website
- Schedule a complimentary consultation to learn more about our flat fee financial planning and wealth management services.
- Download one of our free guides on topics like the top reasons most financial plans fail, post-divorce financial planning checklist, why they keep trying to sell you that annuity, and many more!

Connect With Wiser Wealth Management:
- YouTube Channel
- Facebook
- LinkedIn
- Instagram
- Twitter
- Casey Smith's Twitter
- Podcast
- Blog

This podcast was produced by Wiser Wealth Management. Thanks for listening!

Life Events and Family Achievements
Blended Families and Estate Planning
Estate Planning and Family Relationships