Loading Events

« All Events

  • This event has passed.

Estate Planning for Blended Families

March 15 @ 12:00 pm - 1:00 pm

Speaker: Katherine E. Wensink

Kate Wensink will be presenting “Estate Planning for Blended Families”.  This month’s program will focus on the nuances of planning for a blended family. It will focus on estate planning for children that are “yours, mine, and ours.” This will include reviewing types of planning to focus on second marriages, keeping assets for the benefit of the surviving spouse during life, while still preserving assets for the children. There will also be a review of grandparents raising grandchildren and properly providing for their grandchildren as well as their children.  Email mary@jmbsohio.com to register.


March 15
12:00 pm - 1:00 pm