Blended families pose unique challenges when estate planning

Financial Post
July 23, 2025.

In her latest article with the Financial Post, Susan O’Brien, Senior Wealth Advisor at Richardson Wealth, discusses how “a detailed examination of assets, strategic planning and transparent communications are needed to build a plan that satisfies all parties.”

From clarifying “who gets what” to using tools like trusts and insurance, Susan shares how blended families can approach estate planning to support their legacy and family relationships.

Related articles

2025

The pros and cons of using life insurance to fund education costs

September 22, 2025 - Andrew Feindel shares how he has used life insurance for some clients to help save for their children’s education.

1 minute read

2025

In a world of creators, here’s how advisors can help clients protect their intellectual property

September 9, 2025 - Rebecca Broadley highlights how clients, especially content creators, hold valuable intellectual property and why it’s so important to protect it.

1 minute read

2025

How the sandwich generation can ensure a secure future across generations

September 3, 2025 - Susan Daley shares how open conversations and early planning can help the “sandwich generation” navigate this challenging life stage.

1 minute read