Posts tagged inherited assets

Financial Considerations in Second Marriages

Remarrying after a divorce, or the death of a spouse is one of life’s most meaningful gifts. However, if it is later in life and you have adult children, established assets, and a financial life built over decades, remarriage carries a unique set of practical considerations. Addressing them early and openly as a team can protect both partners and preserve family relationships.

Cash Flow and Budgeting, Financial Planning, General Financial Plan..., Personal Financial Pla..., Personal FinanceChip Hymiller, AIF®, CFP®July 14, 2026Marriage, inherited assets, QTIP, Trust, financial planning

I Love My Son (or Daughter)-in-Law, but...

Let’s face it, sometimes life can be messy. On occasion, we have the discussion with clients about what would happen if they were to pass away, leaving their adult child with a sizable inheritance and then their child goes through a divorce. Would the son, or daughter-in-law be able to take these inherited assets in the event of a divorce?

Estate Planning, Financial Planning, General Financial Plan...Chip Hymiller, AIF®, CFP®April 16, 2026Estate Planning, family, financial planning, General Financial Planning, inherited assets, Trust, beneficiary, legal structures, personal financial planning