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Different living arrangements. New family members. When a person remarries, there are typically a lot of adjustments to make. Although financial and estate planning issues may not surface immediately, the sooner a new couple tackles money matters, the better. These matters include:

• Sharing information
• Merging assets
• Protecting your loved ones
• Planning your estate

It will be important for you to discuss your estate planning goals with each other and your professional advisors. You may decide you should establish one or more trusts, especially if children are involved. Trusts are useful and flexible planning tools that can help you provide for your surviving spouse and children and accomplish other objectives.

If you plan to remarry and have any questions on your estate, contact an experienced trust and estate professional at 941-366-7222.