Episode Summary: In this episode of Off the Record, South Carolina attorney Rhett Burney explains how blended families can avoid estate planning mistakes that often lead to conflict. With more families including stepchildren, half-siblings, and second marriages, Rhett breaks down why simple wills often fall short and how trusts can protect all loved ones fairly. He shares how South Carolina law treats stepchildren, how to structure inheritance for multiple families, and what conversations couples should have before finalizing their estate plans. From wills and trusts to beneficiary designations, Rhett offers clear and practical steps to ensure every family member is treated as intended.
Key Timestamps:
00:00 – Why blended families make estate planning more complex. 01:00 – Rhett explains how leaving everything to a new spouse can unintentionally disinherit your children. 02:30 – How trusts help maintain control over your assets and ensure your wishes are followed after death. 04:30 – Stepchildren are not automatically included in inheritance without specific mention. 06:00 – The key discussions couples with prior relationships should have before planning their estates. 08:00 – How addiction, financial responsibility, and family distance can affect estate decisions. 10:00 – Why “fair” doesn’t always mean “equal” when dividing assets among biological and stepchildren. 12:00 – Rhett explains how trusts allow ongoing control, while wills end once executed. 13:30 – Why life insurance and retirement accounts override what’s in your will. 15:00 – Forgetting to update beneficiaries and keeping trust documents incomplete. 16:30 – Why meeting with a lawyer is the best first step for blended families creating an estate plan.
About the Show: Off the Record features South Carolina attorney Rhett Burney, who helps families navigate estate planning, probate, and family law with clarity and compassion. Each episode shares practical legal advice designed to protect families, prevent disputes, and make planning for the future simple and stress-free.
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