233. How Second Marriages and Blended Families Impact Estate Planning
Episode description
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
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This podcast was produced by Wiser Wealth Management. Thanks for listening!