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Second Marriages Later in Life: Lightning Can Strike Twice!

Dealing with practical issues and taking advantage of tax benefits.

Checking messages after lunch you see that your good client, Margaret, called. You remember that Margaret’s husband of 45 years, Bill, passed away two years ago and you recently wrapped up administering his estate. Margaret and Bill had three adult children who are all doing well. Margaret is in good health and is financially well-off with a borderline taxable estate. She’s 75 and lives in a community with many retirees. When you return her call she excitedly informs you that she met a

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