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Write new wills and advance directive documents


Life’s Financial Journeys

Heading Off to College
Getting Out on Your Own
Blending Two Lives
Having a Child
Emptying the Nest
Entering Retirement
Divorce
Death of a Life Partner
Military Life


You and your new spouse may or may not have written your wills prior to your marriage. However, writing new wills is imperative.

In addition, illness and injury often result in a period of time when a spouse is not able to make their own financial and medical decisions. Now that you are married, your spouse is the logical person to ask to make these decisions but they must be documented in writing to be valid.

It is wise that you consult with a legal professional for this purpose after you have acquainted yourself with the nature of all of these documents.

The following resources may assist you in writing new wills and advance directive documents:

How to Write a Will

Wills the Basics

Estate Planning Basics

What a Will Won’t Do

Tips for Finding an Estate Planning Attorney

Understanding Advance Directives

Durable Financial Powers of Attorney

Living Wills and Medical Powers of Attorney


Blending Two Lives Tasks

1. Creating a joint spending plan
2. Building shared credit access and usage
3. Managing dual careers
4. Protecting your income with life insurance
5. Estate planning

Estate planning Subtasks

1. Update beneficiary designations on insurance
2. Write new wills and advance directive documents

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