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Blended Family

Planning for people who have remarried and have children from a previous relationship.

Key challenge: How to provide for your partner while ensuring your own children ultimately inherit.

What not to do

Leaving everything to your partner and hoping they “do the decent thing” later

Leaving everything to your children and hoping they will look after your spouse

Trusts to the rescue

A trust within your will can balance both priorities. It allows you to provide for your partner while controlling the ultimate distribution to your children.

Jointly owned property

Savings and investments

Best held in your sole name so they pass according to your will and are protected within the trust.

Video: Blended Family Planning

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