When it comes to blended families and blending assets, things can get a little complicated.
In this episode of Savvy Wealth Podcast, Amar Shah shares insight into why planning takes on a whole new level of importance when you’re passing down wealth within a blended family.
In this episode, you will learn:
- What will happen to your wealth if you don’t update documents before you pass away
- Why Amar recommends focusing on communication and preparation when blending families and assets
- About complexities with tax laws that may require more frequent family meetings
- How to achieve harmony within your family dynamics
- And more!
Tune in to learn how to blend your family and your financial assets.
Related: How to Raise Financially Empowered Children