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12 Estate and Retirement Planning Questions for Blended Families

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Related: 8 Soft Skills Advisors Need to Master

The process of estate planning when it comes to blended families can seem complicated, but knowing how to go about it the correct way and to the wishes of your clients is very important. By building a concrete plan for your clients, you help them avoid potential issues such as probate court and other legal issues that can cost families money and stress.

Estate planning for blended families is the proper way to ensure each member of the family is taken care of should anything happen to one or both spouses. But planning for blended families requires a unique approach.

Are you advising your clients appropriately when it comes to estate planning for blended families? In the gallery above are 12 estate planning questions for blended families every advisor should understand, according to The Tools & Techniques of Estate Planning for Modern Families, 3rd Edition.

(Graphics: Chris Nicholls/ALM)


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