Navigating Estate Planning for Remarriage in Retirement with Amy June (Ep. 42)
Estate planning is crucial, especially for those remarrying later in life.
What happens when life changes and your estate plan doesn’t?
Amy June, an estate planning attorney focused on helping clients navigate life events, joins Eric Blake to share advice on navigating remarriage, blended families, and protecting your legacy. Learn strategies to ensure your loved ones are cared for while avoiding legal pitfalls.
Amy discusses:
- The importance of creating or updating your estate plan before or shortly after remarriage
- Key estate planning documents every individual or couple should have
- Common challenges with blended families and strategies to address them
- How to align beneficiary designations with your overall estate plan
- The role of prenuptial agreements in safeguarding assets and clarifying intentions
- And more!
Resources:
- Get Your FREE Simply Retirement Roadmap
- #18 – Why You Need an Estate Plan With Chris Downs
- #22 – How to Secure Your Legacy
Connect with Eric Blake:
- www.TheSimplyRetirementPodcast.com
- Join the Simply Retirement Newsletter
- Ask a Question or Suggest a Topic for the Podcast
- Blake Wealth Management
- YouTube
Connect with Amy June:
About Our Guest:
Amy June is licensed in and serves clients throughout Texas and California, specializing in estate planning and asset protection. She has a wide range of experience in-house with large companies and entrepreneurial startups and as a litigator with an Am-Law 100 law firm. She has seen what the lack of a firm business foundation and effective estate planning can do and has the experience and knowledge so that her clients avoid those expensive, time-consuming, and heartbreaking consequences.
She also has a demonstrated history of working in the community and is highly respected by her peers and clients. She takes a human, empathetic approach, eliminating the fear and intimidation of speaking with a lawyer. She invests time and energy in understanding her clients’ history, goals, and values, and is dedicated to using that knowledge to help people navigate their needs and those of their loved ones, now and in the future.
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