3 Min Estate Planning For Blended Families
Financial Confidence In Retirement
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3m 25s
Explore essential estate planning strategies that address the dynamics of your unique situation.
☑ Personalized Asset Distribution
☑ Estate Planning Awareness
☑ Reduced Family Conflicts
✎ Learn The Facts: A common challenge that may present is when one partner in the marriage is not a citizen of The United States. A Qualified Domestic Trust is a special type of trust that can be used for estate planning when one spouse is not a U.S. citizen. The trust is designed to preserve assets for the surviving non-citizen spouse, ensuring they can benefit from the inheritance without facing a large tax burden.
*The program is intended for general information purposes only. It is not intended to be relied upon and is not a substitute for professional medical advice based on your individual conditions and circumstances. Your use of Caravan services is subject to additional terms and conditions.
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