Advisor Connections Newsletter™
April 26, 2016
Hello Friends and Colleagues!
In this edition of Advisor Connections, we have included an increasingly common factual scenario, specifically, creating an estate plan for a blended family where both spouses have children from a prior marriage. To complicate our hypothetical, these spouses have a large disparity in their estate sizes and the ages of their children. Creative, workable solutions are often attainable in this familiar story, and are best designed and implemented with coordination between the financial professional and estate planning attorney.
We hope you find this Newsletter to be insightful! As always, feel free to contact us with any questions or comments you have. We can be reached by calling (216) 236-6480 or by emailing Scott Williams or Joseph Ferraro.