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Estate Planning Concerns for Married People

Estate planning questions to consider if you're married.

If you’re married, ask yourself (and your spouse):

  • Can my spouse take care of me if I become physically or mentally incapacitated?
  • Do I have an up-to-date power of attorney that would allow my spouse to handle our financial affairs if I’m unable to make decisions?
  • Should my spouse inherit our assets? (Hint: The answer may not be yes in all cases.)
  • Are my beneficiary designations for life insurance policies, IRAs and other retirement accounts up to date?
  • If I pass away first, what will happen to our assets at the next death (when my spouse passes away)?
  • How are our assets titled, and how simple will it be for my spouse to transfer assets to himself or herself after I die?

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