Marriage Checklist

Newly Married?

 

Congratulations! Marriage can introduce new financial needs. Please reference this list for potential to-do items once you tie the knot.

Talk to your financial professional about:

☐ Formulating a new comprehensive financial plan including investment strategies and life insurance needs

Additional action items:

☐ Update your accounts to add your spouse as a beneficiary

☐ Update any account ownership and account accessibility permissions

☐ Obtain and keep a copy of your marriage license in a safe place

☐ Talk to a professional about creating an estate plan

☐ Talk to a professional about tax implications and possible deductions

>> Click here to download this checklist

 

Let’s Start Something new
Say Hello!

Still have questions? Ready to see if we’re a good fit? Don’t worry we’ll answer all your questions. Submit the form below and our team will contact you as soon as possible!