Planning for Blended Families and Second Marriages

Tuesday, July 7, 2026, 1:00 PM - 2:00 PM, Eastern Time

Presenter: Foss Hooper, JD

In a society where half of marriages end in divorce, blended families and second marriages are commonplace. Joining two families together is not usually simple 1 + 1 = 2 arithmetic. Often, it is more like measuring the power of earthquakes, where going up one on the scale increases the intensity by a factor of 10. 

Topics covered in this course include the following:

  • Classifying ownership of assets, including classification agreements (prenups aren’t just for divorce)
  • Using trusts to control assets
  • Planning for stepchildren 
  • Planning when spouses have different beneficiaries 
  • Making certain that the children of the first spouse to die don’t get disinherited 
  • Trust options for the surviving spouse 
  • The effect of remarriage on income, gift, and estate taxes 
  • Long-term care considerations with remarriage
     
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