December 15, 2020, GEM 28 — For blended families, complex estate planning issues often arise as you try to balance the needs of your current spouse with those of your children. It is important to have proper documents in place if you want control over how your assets will be distributed upon your death. In today’s podcast, Nicole Pursley, senior analyst for Wilmington Trust’s Emerald Advisory Services, discusses some of the most essential estate planning considerations for blended families.

M&T Emerald Advisory Services and Wilmington Trust Emerald Advisory Services are registered service marks and refer to this service provided by Wilmington Trust, N.A., a member of the M&T family.

The information provided herein is for informational purposes only and is not intended as a recommendation or determination that any tax, estate planning, or investment strategy is suitable for a specific investor. Note that tax, estate planning, investing, and financial strategies require consideration for suitability of the individual, business, or investor, and there is no assurance that any strategy will be successful.

Wilmington Trust is not authorized to and does not provide legal, accounting, or tax advice. Our advice and recommendations provided to you are illustrative only and subject to the opinions and advice of your own attorney, tax advisor, or other professional advisor.

The information in this podcast has been obtained from sources believed to be reliable, but its accuracy and completeness are not guaranteed. The opinions, estimates, and projections constitute the judgment of Wilmington Trust and are subject to change without notice.