Second (and subsequent) marriages have become the “norm” in the San Diego area, and the resulting blended families and financial issues require careful attention from an experienced estate planning and tax attorney. Many recent clients have been concerned with protection of existing retirement and assets to ensure that children from their first marriage are provided for down the road. This is a happy time and the new couple is planning on combining households and preparing for a prosperous future. If either or both have been previously married it is important to review existing assets and retirement vehicles as well as insurance policies. In some cases, everything is simply combined and the new couple moves forward, but in many instances it is important to consider the tax ramifications and long term consequences of blending interests and assets. We invite you to contact us for a free consultation at 866-631-3470. We will help you to take stock of your new situation, and put you in a position to protect and preserve existing assets while ensuring your intentions for your own beneficiaries and heirs. We will develop a sound strategy for combining forces to move into your new lives, providing the best opportunity for prosperity and peace within the family.