Episode 39 – Estate Planning in Second Marriages — With Guest Steven Adler

Are you in your second marriage and wondering how to cover all the bases in your estate plan?

Today, Larry Heller speaks with guest, Steven Adler, about estate planning issues faced by couples in their second marriage and how to solve them.

In this episode, you’ll learn:

    The most common estate planning issues couples face in second marriages
    How couples may benefit from including a trust in their estate plan
    What tasks newlyweds in a second marriage should address early on
    The difference between a will and a beneficiary
    Different ways to handle situations where one spouse brings more assets to the marriage or is significantly older than the other spouse
    And more!

Tune in and find out what you need to know about estate planning in a second marriage!

Resources:  Heller Wealth Management | Law Offices of Steven M. Adler, PLLC