Financial Planning for Blended Families

Estate planning can be complicated, especially as more family members are added into the mix.

Episode 06 - Regions Wealth Podcast Series

With today’s modern families, are there any best practices for determining how to divide your assets while keeping the peace? In this episode, Wealth Planner and Wealth Planning Program Administrator Bill J. Scofield joins us to discuss estate planning after divorce and remarriage.

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Meet the Speaker

Bill J. ScofieldBill J. Scofield is a Wealth Planner at Regions Private Wealth Management. He brings to our team more than 27 years of wealth planning and financial services experience, the past seven with Regions. Bill delivers sophisticated financial and estate planning solutions to corporate executives, business owners, professionals, and high net worth individuals and families. In addition to earning his law degree, Bill is also a CERTIFIED FINANCIAL PLANNERTM professional.

Listen to More in Our Podcast Series

Our Regions Wealth Podcast empowers you to be smart about life's financial challenges. Gain confidence in your personal or business financial strategy. Listen to more episodes to hear how experienced wealth advisors approach the big financial questions we all face.

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Find more helpful resources on estate planning and planning for your financial future:

Family Legacy Planning

Estate Legacy Planning

Estate Planning: What to Know about Beneficiary Designation


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