This engaging class explores the unique considerations and planning strategies that come with second marriages. Learn how families have structured their plans to protect assets, avoid accidental disinheritance, and provide for a spouse while maintaining family harmony. The course also covers charitable giving strategies and their pros and cons for those who wish to leave a legacy through philanthropy. Covered Topics: Basics of Estate Planning: Fundamental principles and documents to consider, Credit Shelter Trust, Revocable Living Trust, Dynasty Trust, Retirement Plan, Annuity, and Life Insurance Beneficiary Planning and Spousal Life Estates.
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