Part one of this web-exclusive series on estate planning highlights considerations for clients who are settling into a second or third long-term relationship. Part two explores factors to consider when children and stepchildren are involved, and part three examines the process of choosing an executor. Learn more about estate planning in a video on IE.TV, and in a webinar taking place on Oct. 30.
October 23, 2014Once an estate plan is finalized, it’s critical to ensure the right person – or team of people – is appointed to execute it, especially when family tension exists
Tom Junkin, senior vice president, personal trust services, Fiduciary Trust Company of Canada discusses the top three issues advisors need to raise when planning for clients with blended families.
When working with blended families, advisors have the difficult task of helping clients ensure their estate plan accounts for their children, stepchildren and spouse — as fairly as possible
When clients settle down with new partners, advisors should help them make the appropriate adjustments to their estate plan
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