Estate Planning for Blended Families: It All Starts with Communication
Submitted by Bernhardt Wealth Management on December 2nd, 2019Our clients are accustomed to hearing us remind them of the importance of estate planning: having properly designed wills or trusts; keeping their beneficiary designations up to date; periodically reviewing all estate planning documents to be sure they remain current; and everything else that goes along with having and maintaining a solid estate plan.
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