Protection Planning for Remarried Families

  • Target Clients
    Remarried couples and remarried families with stepchildren.
  • Core Purpose
    To structure the separation of possession, use, and ownership rights so that the surviving remarried spouse can continue to live in and use the family home, while ownership ultimately passes to the children. This approach protects the interests of all family members, ensures directed succession, and prevents inheritance disputes.
  • Service Components
    Drafting wills;
    Drafting residence-right agreements or establishing residence rights through testamentary arrangements.
    Designing and implementing testamentary trusts administered by individual trustees.
Protection Planning for Remarried Families