Estate Planning After the Big Day: What to Do After the Honeymoon

Estate Planning After the Big Day: What to Do After the Honeymoon

Congratulations on your wedding! After the excitement of your big day and a dream honeymoon, it’s time to focus on estate planning after the big day: what to do after the honeymoon, aligning the legal and financial aspects of your life with your new marital status. This checklist will help you address the important post-honeymoon tasks to ensure a smooth transition into married life.

Top Post-Honeymoon To-Dos

Tackle these tasks in the days or weeks following your wedding to protect your future and fully embrace your new chapter:

1. Update Your Estate Plan

  • Meet with an estate planning attorney to create or update a will or trust. This is part of estate planning after the big day: what to do after the honeymoon.
  • Review and revise medical directives and share copies with relevant healthcare providers.
  • Ensure beneficiary designations on life insurance, 401(k)s, IRAs, and investment accounts reflect your spouse.

2. Review Your Finances

  • Consult your tax preparer to determine if you need to adjust your tax withholdings for your new marital status.
  • Obtain or review your life insurance policy and designate primary and contingent beneficiaries. This task is crucial for estate planning after the big day: what to do after the honeymoon.
  • Update ownership of real property, where appropriate, to reflect your marriage.

3. Update Your Health and Address Records

  • Add your spouse to your health and dental insurance policies, if needed.
  • Notify banks, insurers, employers, and other institutions of your new address, if applicable.

Changing Your Name? Notify These Organizations

If you’ve decided to legally change your name, update your information with the following institutions:

  • Government Agencies: Social Security Administration, Department of Motor Vehicles, and passport office.
  • Employers and Schools: Notify HR and educational institutions of your name change.
  • Financial Institutions: Update banks, creditors, and investment accounts.
  • Utility Companies: Ensure phone, internet, and utility providers have your updated information.
  • Insurance Providers: Notify health, auto, and other insurers.
  • State and Federal Tax Authorities: Update your information with relevant tax agencies.

Secure Your Future Together

Your new marriage is the perfect time to ensure your estate plan and financial documents reflect your updated circumstances. Whether you need to create a plan or revise an existing one, our experienced staff are here to guide you through estate planning after the big day: what to do after the honeymoon.

Contact us today to protect your future and enjoy your wedded bliss worry-free!

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