Lessons learned: Working with clients of blended or stepfamilies
It is estimated that more than half of Americans either have been or will be included in a blended family structure during their lifetime. Due to the situation-specific needs of blended and stepfamilies, you may need to revise your approach.
In this webcast, you will learn:
– Why traditional single couple planning solutions don’t work for blended families
– Planning techniques that are advantageous for the families
– Tips for supporting clients in complex situations
– Recognize why traditional single couple planning solutions don’t work for blended families.
– Determine planning techniques that are advantageous for these families.
– Identify ideas for how to support clients in these complex situations.
tax, estate, funeral, healthcare, and financial planning considerations for blended or stepfamilies
* key tips and pitfalls to heed when Advising blended families
* Conflicts of interest and ethical issues
* Joint tenancies, marriage contracts, and property agreements
* tax professionals serving individual clients
-* financial planners
-* management planning services
-* CPAs and CGMA designation holders
-* accounting and finance professionals
Basic knowledge of financial planning and estate planning.