Today, over 40% of U.S. families are blended, and nearly 42% of adults have at least one step-relative. Despite this, many traditional estate plans still default to nuclear family models, leaving these clients vulnerable to unintended consequences. 

Without proactively managing these underlying psychological dynamics, even the most robust legal documents can succumb to conflict and fragmentation, ultimately eroding both the family's wealth and their relationships. 

Familiarizing yourself with estate planning for blended families isn't just a "value-add". It’s a risk management necessity that assists with:

• Preventing "Accidental Disinheritance"

• Solving the "Wait-and-See" Conflict

• Navigating State Intestacy Laws

• Addressing "Equal vs. Equitable"

When an advisor understands these dynamics, they move from being a "product salesperson" to a critical family strategist.

It's time you went beyond the spreadsheet. Complete the form to download your copy of Navigating the Emotional Landscape of Wealth Transfer in Blended Families.