Category: Divorce

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Estate Planning in Second Marriages — With Guest Steven Adler (Ep. 39)

Estate Planning in Second Marriages — With Guest Steven Adler (Ep. 39)

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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

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Divorce: What happens to Your Retirement Accounts? (Ep. 21)

Divorce: What happens to Your Retirement Accounts? (Ep. 21)

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On today’s podcast, Larry Heller brings on a guest to discuss the financial considerations that go along with divorcing later on in life.

Who better to discuss this topic with than Gayle Rosenblum, an award-winning matrimonial and family law attorney of Rubin and Rosenblum, PLLC.

In this episode, Gayle and Larry explore the special challenges that older adults face when they’re going through a divorce.

Gayle explains how retirement accounts and assets, like a shared business, can be divvied up between spouses who are divorcing. Gayle also addresses how a divorce can impact Social Security benefits, health insurance, and life insurance.

Tune in and gain some expert advice on the financial side of a golden-year divorce.

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