Reviewing documents, maximizing annual gifts, leveraging charitable giving strategies, staying current on retirement account rules, addressing digital assets and transparency obligations, assessing insurance needs and communicating with family—all of these steps help maintain control over your legacy. As December approaches, take time to consult your attorney, accountant and financial advisor to confirm which of these actions apply to your situation.

Blending lives and families brings both joy and complexity. It requires patience, empathy and, most importantly, clear communication. When it comes to wealth and legacy, estate planning for blended families is not a one‑size‑fits‑all endeavor. It demands tailored solutions that reflect individual values and family dynamics while adhering to the laws that govern inheritance.