Customized estate planning for a blended family


The situation: Our retired clients, both with children from prior marriages, came to Sjoberg & Tebelius for an estate plan. The couple already had a specific plan created for each child, and wanted to ensure each unique plan would be met after each of them passed.

Our solution: Attorney Sam Stalsberg was able to design an estate plan that took care of each child according to their unique needs, and preserved the inheritances of both sides, regardless of which spouse predeceased the other.

The result: Our clients were able to easily pass us their requirements, and we developed a creative, customized estate plan for them without any headaches. Now, the future of their estate is secure with a strong, well-thought-out estate plan that meets their specific requirements, despite the complex nature of their situation.