(names and faces change to protect privacy)
Equal Doesn't Always Mean Fair
Blended Families Provide Unique Challenges for Dividing Assets
Andrew (59, Retired Business Owner)
Nancy (58, Retired Professional)
Both Andrew and Nancy are widowers who found each other later in life. Both spouses are financially independent. Respectful of each other’s contributions, each agreed that they wanted their combined assets to be available for the surviving spouse and then to be split evenly among their seven combined children. However, it wasn’t that simple. The challenge arose when trying to figure out exactly how to divide the assets.