Life’s Financial Journeys
Estate planning. “What planning documents will I need in case one of us dies?”
Your estate plan determines how your assets will be passed on to heirs after your death. When melding your life with a new partner, you will want to review your estate plans to make sure they reflect your current wishes.
The following subtasks may assist you in estate planning. You will find detailed resources for these subtasks under the links in the right column of this page.
Subtask 1: Update beneficiary designations on insurance, retirement plans, and other accounts
Subtask 2: Write new wills and advance directive documents
Blending Two Lives Tasks
1. Creating a joint spending plan
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5. Estate planning
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