Blended Families

For years, I have been counselling clients as to who should have a revocable trust without ever thinking of a serious trap for the unwary.  But as can happen, even after many decades of practice, you encounter clients whose circumstances…

With estate tax exemptions remaining high – except in a few select states – estate tax planning is not a priority for many clients.  However, how property passes to one’s family remains a driving force behind client estate planning…

With estate tax exemptions remaining high – except in a few select states – estate tax planning is not a priority for many clients.  However, how property passes to one’s family remains a driving force behind client estate planning…

Estate planning for clients who have blended or stepfamilies often presents significant and perplexing challenges for estate planners in the substantive planning. As if that was not difficult enough, estate planners may also encounter…

Estate planning for clients with children from different marriages can sometimes be challenging. Even raising the issue can be difficult, but once you’ve determined with your client how they would like to address their blended family, your…

Oast & Hook assists clients with their estate and long-term care planning. Typically, the clients are looking for assistance solving complex and difficult problems. These problems include: Paying for uninsured medical and long-term care…

Demographers contend that more than one-half of all marriages in America will end by divorce rather than by death. As a consequence, practitioners often are required to undertake estate planning for a property owner who is in a second or…