Estate Planning for Blended and Polyamorous Families

Kim Kamin, Chief Wealth Strategist at Gresham Partners LLC, presented with Emily Bouchard at the Purposeful Planning Institute Rendezvous on “Wait a Sec, How Many People Are You Married To?”

Whether it’s blended families, polyamorous relationships, or complex extended family dynamics, advisors must be prepared to address unique challenges in these evolving family structures. Using real-world case studies, they explored scenarios such as blended families struggling to finalize documents, polyamorous triads with varying testamentary wishes, and navigating estate concerns between new partners and adult children.