Vincent, Romeo & Rodriguez, LLC
Call Now, For Phone Consultation
Denver Metro Office 303-500-5859
Boulder County Office 303-720-7260

Remarriage and estate planning

After your mother died, you took care of dad. Now things have changed. Your dad remarried, and she also has grown children. The two of them are not wealthy, but they did get comfortable estates when their other spouses died. Is it appropriate to have a conversation with your dad about his estate plans now that he has remarried?

Frank and honest conversation during estate planning decisions may help avoid anger down the road.

Do not set expectations

You may have an idea about how your dad's estate plan will work, but it may not work that way. When people enter into second marriages, there is a rebuilding process between families. Even when the children involved are all adults, tensions may run high. Your dad will want to care for his new spouse, and he may expect your support in this decision.

Invite both sides to talk it through

Understand that your dad is not out to intentionally hurt you or your siblings; instead, he is making decisions with his new wife in mind. The best way to have this talk is with all affected people at one time. That way, there is no "he said, she said" scenario after death. The plans are clear, and everyone gets the same information at the same time.

Talk about a trust

Your dad may decide to set up a trust that holds money for you that is separate from his wife's claim. In this way, he can leave his children a designated amount of money and still provide for his wife. She may, in turn, do the same for her children. 

Open conversations about final wishes may not always turn out the way you want, but at least you know where you stand. Getting together with all interested parties and asking and answering questions may help ease the strain that a death often creates.

No Comments

Leave a comment
Comment Information
Email Us For a Response

Contact Our Firm

Bold labels are required.

Contact Information
disclaimer.

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.

close

Privacy Policy

Office Location:

Louisville Office
1805 Hwy. 42
Suite 100
Louisville, CO 80027

Phone: 303-720-7260
Fax: 303-604-6052
Louisville Law Office Map

Englewood Office
5460 South Quebec Street
Suite 333
Englewood, CO 80111

Phone: 303-500-5859
Fax: 303-723-8814
Englewood Law Office Map

Phone Numbers:
Phone Numbers:
    • Super Lawyers
    • Super Lawyers
    • ACTEC | The American College Of Trust And Estate Counsel
    • Top Lawyers 2015 | 5280
    • ACTEC | The American College Of Trust And Estate Counsel
    • Top Lawyers 2015 | 5280
    • Life Care Planning Law Firms Association
    • National Academy of Elder Law Attorneys, Inc
    • NELF | National Elder Law Foundation