Protecting Your Wealth in a New Chapter of Love
Finding love later in life can feel like a fresh start. But without the right planning, it can also create a ripple effect of unintended financial, legal, and emotional consequences for you and for your family. Blending lives when there are children from previous relationships, unequal assets, or simply decades of independent financial decisions requires […]
Later-in-Life Marriages: What You Need to Protect (Ep. 187)
When love finds you later in life, what happens to your legacy? With over 1,300 stepfamilies forming every day, later-in-life relationships are more common than ever, but so are the financial complexities that come with them. Whether you’re remarrying, cohabiting, or just exploring the next chapter, decisions around Social Security, estate planning, asset titling, and […]