Reviewing Your Estate Plan: Marriage

Recently converted your engagement to a marriage? Make sure you consider revisiting your estate plan before or after the wedding.

If you already had an estate plan prior to getting married, it most likely does not account for your spouse. After the celebrations end, it is wise to sit down with them and make the necessary adjustments in your plan.

Some important items to consider when you adjust your plan after marriage:

  • Living trust and/or Will
  • Separate property
  • Marital property

Discussing separate property and community property for the future can also ensure you and your spouse are on the same page regarding estate planning.

Prior to a wedding there are many stresses and details looming over one’s head. Do not let your estate planning be one of those headaches.

Reach out to a trusted estate planning attorney to ensure you are taking proper steps to secure your legacy during your marriage.