
#42 - Navigating Estate Planning for Remarriage in Retirement with Amy June
READ THE TRANSCRIPT
Estate planning is crucial, especially for those remarrying later in life.
What happens when life changes and your estate plan doesn’t?
Amy June, an estate planning attorney focused on helping clients navigate life events, joins me to share advice on navigating remarriage, blended families, and protecting your legacy. Learn strategies to ensure your loved ones are cared for while avoiding legal pitfalls.
Key Highlights:
- The importance of creating or updating your estate plan before or shortly after remarriage
- Key estate planning documents every individual or couple should have
- Common challenges with blended families and strategies to address them
- How to align beneficiary designations with your overall estate plan
- The role of prenuptial agreements in safeguarding assets and clarifying intentions
- And more!
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Episode Resources:
- Join the Simply Retirement Newsletter
- Ask a Question or Suggest a Topic for the Podcast
- Join the Facebook Group
- #18 - Why You Need an Estate Plan With Chris Downs
- #22 - How to Secure Your Legacy
- LinkedIn: Amy June
- Haiman Hogue
- Email: amy@haimanhogue.com
- Instagram: @theamyjune
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