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WHAT HAPPENS TO YOUR ESTATE PLAN WHEN YOU GET DIVORCED?
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Whilst getting divorced is emotionally taxing you must not ignore your estate planning responsibilities. The final divorce decree takes care of the financial and legal issues, but it does not change your estate planning documents. Therefore, it is important to re-visit your estate plan if you had one when you were married or create one if you never had one.
Join me tomorrow at 5:00 pm PST; my special guest, Ann Michelle Hart will tell you about what you should do to make sure that your wishes are protected before, during and after the divorce.
Here are some HIGHLIGHTS from this episode.
03:12 The importance of your estate plan when getting divorced
05:28 Your state's position on estate planning and divorce
06:56 “Must do” before filing for divorce
08:05 Know your state's estate planning laws
09:46 Remember to change your beneficiaries’ designation
10:46 The fate of your minor kids
11:33 What happens when you have an irrevocable trust?
13:54 Be mindful and take care of business
14:41 No estate plan, the court decides…
17:31 What you should absolutely do
Support the show
Connect with me:
Instagram: https://www.instagram.com/the_financiologist_mjcaesar/
Facebook: https://www.facebook.com/merginglifeandmoney
YouTube: https://www.youtube.com/channel/UCDOmx_ThReq0hAC3acvMQ9g
Twitter: https://www.twitter.com/https://twitter.com/mariejocaesar
LinkedIn: https://www.linkedin.com/in/mjcaesar
Click this link https://mariejocaesar.com/fp-quiz to take the "What's Your Financial Personality Type” Quiz, so you can transform your financial identity and create Financial Freedom.
Click this link: https://mariejocaesar.com/consult to book a FREE consultation now! Let's map out your path to financial wellness together. Your future self will thank you.
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By Marie Jo CaesarSend us a text
Whilst getting divorced is emotionally taxing you must not ignore your estate planning responsibilities. The final divorce decree takes care of the financial and legal issues, but it does not change your estate planning documents. Therefore, it is important to re-visit your estate plan if you had one when you were married or create one if you never had one.
Join me tomorrow at 5:00 pm PST; my special guest, Ann Michelle Hart will tell you about what you should do to make sure that your wishes are protected before, during and after the divorce.
Here are some HIGHLIGHTS from this episode.
03:12 The importance of your estate plan when getting divorced
05:28 Your state's position on estate planning and divorce
06:56 “Must do” before filing for divorce
08:05 Know your state's estate planning laws
09:46 Remember to change your beneficiaries’ designation
10:46 The fate of your minor kids
11:33 What happens when you have an irrevocable trust?
13:54 Be mindful and take care of business
14:41 No estate plan, the court decides…
17:31 What you should absolutely do
Support the show
Connect with me:
Instagram: https://www.instagram.com/the_financiologist_mjcaesar/
Facebook: https://www.facebook.com/merginglifeandmoney
YouTube: https://www.youtube.com/channel/UCDOmx_ThReq0hAC3acvMQ9g
Twitter: https://www.twitter.com/https://twitter.com/mariejocaesar
LinkedIn: https://www.linkedin.com/in/mjcaesar
Click this link https://mariejocaesar.com/fp-quiz to take the "What's Your Financial Personality Type” Quiz, so you can transform your financial identity and create Financial Freedom.
Click this link: https://mariejocaesar.com/consult to book a FREE consultation now! Let's map out your path to financial wellness together. Your future self will thank you.