June Brides.. a Checklist for Newlyweds

Love is in the air, and so are your estate planning questions! Many brides have a to-do list a mile long; but I bet they haven’t thought of an Estate Plan Checklist to go with their caterer, bridesmaids, thank-you notes and honeymoon.

Do you have a Last Will and Testament? Time to add your spouse as a beneficiary.  Also, setting up a trust is like building a cozy nest egg for your loved ones.

Retirement accounts and life insurance policies might not feel romantic, but they’re love letters to your future.  Make sure to update them to include your new spouse as a beneficiary.

Here are some essentials!

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