Serving All of the Jacksonville and Surrounding Areas of Florida

Session fee of $450 will be waived for all Meetings booked prior to 5/15/2024!

BLENDED FAMILIES

You love your family.

You want to ensure things are as easy as possible for them if and when something happens to you.

Here is the really important part though: If you are a blended family and either you or your spouse have children from a prior marriage, there is no way around it – you must plan ahead to keep the people you love out of conflict.

No matter how close or friendly you think your spouse and your children are, there is simply an unavoidable and inherent conflict among them upon your death.

The great news is that this conflict can be mitigated and you can ensure that the people you love most will all be well taken care of with the most ease possible.

You can even take actions in advance to support their being on the same team in a time of grief if and when something happens to you.

But it doesn’t happen like magic.

It does take planning, and we are well-trained and highly skilled in planning for the needs of blended families.

If you are in a blended family, schedule your Family Wealth Planning Session and we will look together at everything you own and everyone you love, and what would happen to all of it if and when something happens to you.

Then you are informed, educated and empowered to make the right planning decisions for the people you love.  Click here to see how easy it is to get started.

BLENDED FAMILIES

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The Ultimate Estate Planning Checklist: Your Step-by-Step Guide

Get your hands on our comprehensive estate planning checklist that covers all the essential steps you need to take to protect your assets and ensure your wishes are carried out.