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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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Archives

Tag Archives for: "blended family"
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 How Can You Avoid Estate Disputes in Blended Families?
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By Harry Margolis
In Non-Traditional Families
Posted July 16, 2025

How Can You Avoid Estate Disputes in Blended Families?

Question: What are the challenges of “blended families”? I’m thinking about the Casey Kasem case where his wife and child not only battled in court but he was moved out of state and all [...]

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 Are There Any Tax Benefits to My Wife and Me Putting Our House In Trust?
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By Harry Margolis
In Long-Term Care Planning, Probate, Revocable Trusts
Posted July 19, 2024

Are There Any Tax Benefits to My Wife and Me Putting Our House In Trust?

Question: My wife and I jointly own our residence as tenants by the entirety. I have two adult children and grandchildren from my first marriage and two adult children and grandchildren from my [...]

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 Are Simple Wills Sufficient for Tangible Personal Property in Blended Family?
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By Harry Margolis
In Non-Traditional Families, Wills
Posted February 7, 2022

Are Simple Wills Sufficient for Tangible Personal Property in Blended Family?

Question: My husband is 65 and I’m 62. My husband is divorced with 3 living daughters, all adults with children of their own. Two of his daughters are estranged from us. I am widowed with 4 [...]

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 How Can Stepdaughter be Reassured in Estate Plan for Blended Family?
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By Harry Margolis
In Revocable Trusts
Posted August 30, 2021

How Can Stepdaughter be Reassured in Estate Plan for Blended Family?

Question: My husband of over 40 years recently was diagnosed with Parkinson’s and dementia and is no longer able to act as a co-trustee with me on our trust.  His daughter, who is my [...]

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Wondering if a trust makes sense for you?

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Harry Margolis book: The Baby Boomers Guide to Estate Planning

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Wondering if a trust makes sense for you?

This comprehensive guide provides all you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Get the Book
(An Amazon Prime Reading selection)

Read Sample Chapters