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Stepfamilies & Blended Families Estate and Legacy Planning

Stepfamilies & Blended Families Estate and Legacy Planning

Stepfamilies & Blended Families Estate and Legacy Planning

A video guide for people who have stepfamilies or blended families

Here is the latest in our occasional series of video guides presented by our resident Estate Planning Expert, Gina Stanton, answering the questions most often asked by the people we help and the readers of our blog.

This video is especially for people who have stepfamilies or blended families. If yours is a second marriage, if you’re with a new partner, and if you have children from your previous marriage or relationship, you probably have some of these concerns: -

  • How do I provide security for my other half if something happens to me?
  • How can I make sure my own kids are OK if something happens to me?
  • What if my partner remarries after I’m gone?
  • Can I make sure everyone’s needs are met fairly?

Planning a secure future for yourself, your other half and your children doesn’t have to be a dilemma. With the right advice, you can ensure everyone’s needs are met fairly.

In this video, I share with you the story of Ralph and Diane, a couple at the heart of a blended family, and the solutions we came up with for them, which may give you some ideas for how best to take care of your family’s future.

Every stepfamily is unique, with its own unique set of needs. As Ralph and Diane’s story shows, there are some really effective strategies that can help you meet your family’s particular needs.

The first thing you should do is have an honest conversation with your partner about the future and how you’d like to protect your family. And when you agree about what you’d like to achieve, we can help you find the safest and most cost-effective way of doing so. Just give us a call on 0151 601 5399, or get in touch by filling in the contact form below. We’re here to help.

"As a single person with no dependants I wanted to ensure that in the event of my death my assets would be given to the people that I wanted - Gina sorted it simply and in plain english - that’s a real comfort. Thanks!!"

Traci W

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