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


Everyone should have a will. A will is a written document that states what you want to have happen to your property after your death.

Your will should ensure that your assets go to the person you want to receive them. Whether or not you had a will prior to the death of your partner you will want to develop a new will that reflects your wishes regarding the transfer of your assets.

The following resources may assist you in updating your will:

Avoiding Probate

Estate Planning Basics

Tips for Finding an Estate Planning Attorney

How To Write a Will

Wills: the Basics

Estate Planning Basics

What a Will Won’t Do

Writing a Letter of Final Instruction


Death of a Life Partner Tasks

1. Taking stock of your financial situation
2. Identifying your sources of income
3. Revising your spending plan
4. Revising your estate plan and advance directives
5. Examining Medicare, Medicaid, and long-term care issues

Revising your estate plan and advance directives Subtasks

1. Update your will
2. Revise your advance directive documents
3. Revisit your beneficiary designations

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