Estate Planning Attorney in Austin, Texas

What do I need to know about estate planning for a blended family?

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00:04
estate planning for blended families
00:06
is a little bit more complicated and and
00:09
it’s a lot more common these days we
00:10
have folks getting married
00:12
and yet each of the spouses have
00:14
children from previous relationships
00:16
what we want to avoid is a scenario
00:18
where
00:19
one spouse leaves all of their assets to
00:21
their partner
00:23
and their partner doesn’t have a good
00:25
plan in place and winds up leaving 100
00:27
of their assets
00:28
to their own children and a lot of times
00:31
i see we accidentally disinherit
00:34
the first spouse’s children who passed
00:36
away unless you have a good plan
00:38
in place those are the default rules so
00:41
what i do when i sit down with a blended
00:43
family
00:44
is to explain how to avoid that to make
00:46
sure that that is
00:47
never going to happen so on the one hand
00:50
we certainly want to take care
00:51
of the surviving spouse and make sure
00:53
that the assets are there for their
00:55
benefit
00:55
but on the other we want to make sure
00:57
that both sets of children
01:00
have been taken care of when it comes
01:01
time to pass down to them
01:03
after the survivor passes so that’s the
01:06
biggest goal when we’re working with
01:08
blended families is to make sure that
01:11
everyone’s on the same page
01:13
and the plan is going to work

Austin, TX estates planning & probate attorney Kyle Robbins explains the basics about estate planning for a blended family. He notes that estate planning for blended families is more complex, and increasingly common today as many spouses enter marriages with children from previous relationships. One of the primary goals is to avoid a situation where one spouse leaves all of their assets to the other, only for that surviving spouse to have a plan that unintentionally disinherits the first spouse’s children.

He explains that without a proper plan, the default rules often lead to the first spouse’s children being left out. When working with blended families, he guides them through strategies to ensure this never happens. The focus is on providing for the surviving spouse while also protecting the interests of both sets of children, ensuring that assets are distributed according to the family’s intentions after the surviving spouse passes.

Ultimately, his goal is to make certain that everyone is on the same page and that the estate plan will function as intended, balancing the needs of the surviving spouse and all children involved.

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