Estate Equalization for Blended Families
70008-AM-Estate-Equalization-Blended-Families
Published: July 25, 2021
Tracking Code: 70008
Business Line: Advanced Planning
Category: Estate Planning & Wealth Transfer

Blended families present unique estate planning concerns. Parents usually want to ensure children are not treated unfairly after the biological parent passes away. An irrevocable trust, with gifts allocated to purchase life insurance can make sure the entire family is treated fairly.

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