Join us on May 1st at 9am on Zoom for an eye-opening session led by Sarah B. Rebosa, Esq., Senior Counsel at Cona Elder Law, as she delves into the essential estate planning strategies for second marriages. As you blend families and assets, it’s crucial to understand how to protect your loved ones, your legacy, and your peace of mind.
Sarah will guide you through real-life scenarios and share expert advice to help you avoid common mistakes that could lead to family disputes, costly tax issues, and unintended consequences down the road.
Key topics will include:
Love, Legacy & Fairness: Providing for Your Spouse and Your Children
Trust in the Plan: How Trusts Can Safeguard Your Wishes
Separate or Joint? Making Smart Decisions About Asset Ownership
The Family Home: Who Stays, Who Owns, and How to Plan for It
Hidden Pitfalls: Elective Shares, Estate Taxes, and More