Ep #156 - Second Marriages, Adult Children, and Thoughtful Estate Planning episode artwork

EPISODE · Mar 11, 2026 · 16 MIN

Ep #156 - Second Marriages, Adult Children, and Thoughtful Estate Planning

from A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning · host Benjamin Haas I Haas Financial Group

Second marriages are about new beginnings and a fresh start. They also bring financial complexity. In this episode, Adam and Ben talk through the estate planning dynamics facing blended families with adult children. How do you merge financial lives while honoring what each of you built separately? How do you protect your new spouse without unintentionally disinheriting your children? And how do you prevent conflict down the road? Listen in as they explore the conversations that need to happen, the estate planning structures that matter, and the small details that can have big consequences. Ticket #T010480Thanks for listening!If you want to be notified when the next episode will be released, you can:Subscribe to the ShowFor more insights on everyday financial planning questions,  go to www.haasfinancialgroup.comContact Us:Email us at [email protected] advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.

Episode metadata supplied by the publisher feed · Published Mar 11, 2026

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Second marriages are about new beginnings and a fresh start. They also bring financial complexity. In this episode, Adam and Ben talk through the estate planning dynamics facing blended families with adult children. How do you merge financial lives while honoring what each of you built separately? How do you protect your new spouse without unintentionally disinheriting your children? And how do you prevent conflict down the road? Listen in as they explore the conversations that need to happen...

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Ep #156 - Second Marriages, Adult Children, and Thoughtful Estate Planning

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This episode was published on March 11, 2026.

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