Go with cover spread in box. File #L10housedivided_checklist.
Estate Planning Toolbox for the Blended Family…
? The prenuptial agreement — A prenup that separates intended spouses’ financial assets will protect against claims by either spouse on the other’s assets in the event of divorce; and, at death, insure that personal assets pass to each spouse’s respective children or other intended beneficiaries.
? Beneficiary designations — When conducting fact-finders, advisors need to review estate planning documents for potential conflicts. Among these: the prenup, will, living trusts, life insurance policies and individual retirement accounts.