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Estate Planning for Surviving Spouses: What to Do ASAP
After the loss of a spouse, there are many legal issues to tend to, especially in settling the estate of the decedent; however, the surviving spouse has his/her own legal needs as well.
In this Kiplinger article, Barbara shares advice from Regina Snow Mandl, a partner at The Wagner Law Group, to protect the existing estate of the widow/widower. This includes advice about updating existing legal documents and/or establishing a new estate plan that may include the following:
• Durable Powers of Attorney
• Healthcare Proxies
• HIPAA Release Forms
• Wills and Trusts
• Beneficiary Designations
If you would like to learn more about HMS Financial Group and how we can work with your estate planning team, please contact us.[/vc_column_text][/vc_column][vc_column width=”1/2″][vc_single_image image=”1762″ img_size=”full” onclick=”custom_link” img_link_target=”_blank” link=”https://www.kiplinger.com/article/retirement/T021-C032-S014-estate-planning-for-surviving-spouses.html”][/vc_column][/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_1523541959199{padding-top: 40px !important;padding-bottom: 40px !important;background-color: #dfdad3 !important;}”][vc_column][vc_column_text]
Take the next step by contacting us.
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