Marital Miss: The Importance of Planning, Preparing and Protecting for Families Before (and After) a Loved One Marries

Private client attorneys Brian Balduzzi and Lisa Presser participated in a webinar, “The Importance of Planning, Preparing and Protecting for Families Before (and After) a Loved One Marries,” where the speakers discussed some of the estate and tax planning considerations for couples for irrevocable trusts established before or during their marriage. With more couples choosing to marry, or re-marry, later in life, and beneficiaries set to inherit from one of the largest wealth transfers in modern U.S. history, intentional and proactive planning to plan, prepare, and protect assets within a family is more important than ever. This program covered some of the challenges, strategies and best practices when advising families on planning prior to a marriage of a loved one, preparing clients’ estate and gift planning, or protecting family assets in the event of a divorce.