Estate Planning For Blended Families

Estate Planning For Blended Families – Keep Your Family Out Of Conflict

If you are in a second (or third or more) marriage, and you have children from a prior marriage, you must engage in estate planning that will keep the people you love out of conflict. No matter how close or friendly you think your new spouse and your children are, there is simply an unavoidable, inherent conflict between them upon your death.

Having said that, this conflict can be mitigated and you can ensure that the people you love most — your new spouse and your children — will each be well-taken care of with the most ease possible.You can even take actions to support their being on the same team with each other in a time of grief. It does take planning though, and we are well-trained and highly skilled in planning for the needs of “blended families”, which is the term of art in the legal profession for people who are in second (or third or more) marriages with children from a prior marriage.

So, if you are in a second (or third or more) marriage, contact us for a Family Legacy Planning Session so we can look together at everything you own, and everyone you love, and what would happen to all of it, when something happens to you. Then, you can get informed, educated and empowered to make the right planning decisions for the people you love.

If you’d like to read more about this, please read my article here on “how shopping around for an estate plan could leave your family with an unexpected, expensive, unintended mess.” Click HERE to receive the report.

In the meantime, here’s what I can assure you: We’ve priced our estate planning for you and your family at the intersection of affordability and effectiveness. We start all of our plans with a Family Wealth Planning Session™, which is designed to get you more financially organized than you have ever been before, and ensure that no matter what happens, none of your hard-earned assets will be lost to the State Department of Unclaimed Property, when something happens to you. Even if you never do any planning with us, the Family Wealth Planning Session™ alone is a hugely valuable process for you and your family, because you will create a full inventory of your assets and ensure your family knows what you have.

Personalized Service

Then, when we meet in person, we will review everything you own, and discuss everyone you love, and you will understand exactly what would happen to everything you own and everyone you love, in the event of your death or incapacity.

If you do not have a plan, we will cover the plan the State has for you. If you do have a plan, we will review your current plan with you. (We call this an estate plan review and check-up). If you are not happy with your current plan (or the plan the State has for you), you will tell us what you would want to change, and we will look at the most effective, efficient and affordable way to achieve your goals.

Here’s the most important part for you to know about this: you will be making informed, educated, empowered decisions for the people you love, not just shopping around based on price. And the best part is that as part of this process, you will actually choose your own fee based on your budget and the planning options that are most important to you and your family. There truly is no one size fits all choice.

We have created a process, though, to educate you quickly and effectively so that you can make empowered, informed choices about what you want for the people you love, so that you aren’t simply choosing the cheapest option because you don’t have any other basis for making your decisions. Okay, now having said all that, you probably want to at least know a range of what estate planning will cost.

Keep your child’s future in your hands.

Kids Protection Plan

Having a will or naming godparents is simply not enough to keep the court system from making decisions about your children’s care in the event of your incapacity or death.

Don’t let a judge, who doesn’t know you or what matters to you, decide who raises your children or handles the money you’ll leave behind.

Kids Protection Plan

Free Service for Our Community

Legally naming guardians is the first step to keep your family out of expensive and unnecessary conflict.

Don’t Let a Judge Decide

Don’t let a Judge, who doesn’t know you or what matters to you, decide who raises your kids.

Name Guardians Today

Take matters into your own hands, in just ten minutes. And, absolutely free.

With All That Background In Mind

A Family Wealth Planning Session process is $750. An Estate Plan Review and Checkup is $950. Those fees are applicable if you come in fully uneducated without doing any homework ahead of time.

If you’d like to do a little preparation ahead of time, and secure your appointment time with a credit card (though nothing is charged on your card so long as you keep your appointment and turn in your homework in advance), you can follow the instructions and schedule here and use the coupon code indicated to commit that you will do your homework and prepare for the meeting. That saves me time, and saves you money.

Our three levels of planning for a comprehensive plan (or update of your existing plan) range between $2,000 and 8,000, for a married couple, depending on the choices you make during the Family Wealth Planning Session™. If you are single, planning is discounted from there, appropriately.

If after reading this, you are ready to make informed, empowered, educated decisions for the people you love (instead of just shopping around for the cheapest plan, which is unlikely to work when your family needs it), get started by booking your Family Wealth Planning Session (or Estate Plan Review and Check-up) here.

Contact Colorado Wills And Estates

If you have questions about how to get started with your estate plan, contact attorney Brian Musell at Colorado Wills and Estates, located in Denver and Castle Rock, Colorado, by calling (720) 6475280, emailing, or through our contact form.