Jul 19, 2026 | Estate Planning, Family, Newlyweds
You’ve brought it up before. Maybe it came up after watching a friend go through something hard, a probate process that dragged on for years, or a family left scrambling without the right documents in place. Maybe a health scare prompted the conversation, or a...
Mar 11, 2024 | Estate Planning, Family, Newlyweds
In this article, we’ll look at why adding your partner to your will and estate plan is the ultimate act of love. Providing Care and Protection While a will, trust, and other estate planning documents are valuable, if they aren’t properly counseled, regularly...
Dec 4, 2023 | Estate Planning, Insurance, Newlyweds
This week, we’re continuing the conversation with three more estate planning must-do’s for newlyweds. 04 | A Living Trust With a trust, no court involvement is needed, and you can set parameters for how you want your assets distributed over a predetermined amount of...
Nov 27, 2023 | Estate Planning, Insurance, Newlyweds
Here are 3 essential estate planning tools you need to put in place right now, with more to come. 01 | Updated Beneficiary Designations Some of your most valuable assets, such as life insurance policies, 401(k)s, and IRAs, don’t transfer via a will or trust. Instead,...
Feb 27, 2023 | Estate Planning, Newlyweds
Two weeks ago, in part one, we discussed the first three of six essential items you need to address in your plan, and here we cover the final three. 4. Durable Financial Power of Attorney If you become incapacitated and haven’t legally named someone to handle your...
Feb 12, 2023 | Estate Planning, Newlyweds
Once your marriage is official, your relationship becomes entirely different from both a legal and financial perspective. With this in mind, if you’ve recently said “I do” or have plans to do so in the near future, here are six essential items you need to address in...
