How To Prevent Your Estate from Going to the Wrong Heirs?

In this episode of “Berry’s Bites,” Certified Elder Law Attorney and Certified Financial Planner Chris Berry discusses how blended families can protect their estate and ensure assets are fairly distributed among children from different relationships. Through examples, Chris explains common scenarios where estate planning can go wrong—such as one spouse remarrying and unintentionally redirecting assets away from the original heirs. He introduces the concept of “Legacy Provisions” in trusts, which allow you to secure your wishes by setting up separate trusts for each spouse. This ensures assets are directed according to the original plan, even after one spouse passes away. Learn how a well-designed trust can protect your estate and lock in your intended distribution, providing for your loved ones and avoiding unintended consequences. Watch to discover strategies to keep your legacy intact.  

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