Call Today 516.740.1184
Clients Are Always Our First Priority We provide you with the resources and services
necessary to build a successful future.

Listen Now: Estate Planning in Second Marriages - With Guest Steven Adler

In this episode, you’ll learn:

  • The most common estate planning issues couples face in second marriages
  • How couples may benefit from including a trust in their estate plan
  • What tasks newlyweds in a second marriage should address early on
  • The difference between a will and a beneficiary
  • Different ways to handle situations where one spouse brings more assets to the marriage or is significantly older than the other spouse
  • And more!

Tune in here!

Categories: