Later-in-Life Marriages: What You Need to Protect (Ep. 187)

When love finds you later in life, what happens to your legacy?

With over 1,300 stepfamilies forming every day, later-in-life relationships are more common than ever, but so are the financial complexities that come with them.

Whether you’re remarrying, cohabiting, or just exploring the next chapter, decisions around Social Security, estate planning, asset titling, and medical directives can be emotionally and financially loaded.

We’re laying out what you need to think through before you say “I do” (or move in). Because when assets, families, and emotions all intersect, proactive planning is what brings peace of mind.

What to expect:

• The critical age 60 rule that can impact your Social Security survivor benefits
• How to protect your kids from a previous marriage, even if you trust your new spouse
• What happens to your home if you’re unmarried and pass away first?
• Why adult children need to be part of your planning conversations
• And more!

Resources:

• Checklist for Later-In-Life Relationships

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