If you are married, your estate planning involves

Question

Quizplus · Accepted Answer

When you are married, your estate planning involves the interests of at least two people, you and your spouse. This means that both of your wishes and needs must be considered and accounted for in your estate plan. There may also be legal requirements that need to be followed in regards to how marital property is handled after one spouse passes away. Additionally, there may be financial responsibilities such as joint debts or shared assets that must be addressed in the estate plan. However, seeking the services of a securities broker or pension plan may not necessarily be directly involved in your estate planning as it pertains more to your financial investments and retirement planning.

If You Are Married, Your Estate Planning Involves