top of page
Search
  • Writer's pictureRubi Carranza

Estate Planning for Couples: Protecting Your Spouse and Family

Estate planning is an important consideration for couples to ensure that their assets are protected and their wishes are carried out. Here are some tips to help you plan for your future:



Consider a Joint Estate Plan

A joint estate plan can help ensure that your assets are protected and your wishes are carried out as a couple. Consider working with an estate planning attorney to create a comprehensive estate plan that reflects your unique needs and goals.


Consider Your Beneficiaries

Updating your beneficiaries is important to ensure that your assets are distributed according to your wishes. This can include updating your will or trust and reviewing your life insurance and retirement accounts.


Consider Your Spouse's Needs

Consider your spouse's needs and ensure that they are provided for after your passing. This can include setting up a trust or providing for them through other means.


Review Your Estate Plan Regularly

Reviewing your estate plan is important to ensure that it reflects your current wishes. This can include updating beneficiaries, reviewing your will or trust, and considering tax-minimizing strategies.


Consider Charitable Giving

Charitable giving can be a meaningful way to leave a legacy. Consider including a charitable bequest in your will or setting up a charitable trust to benefit causes that are important to you.


Plan for Incapacity

Planning for incapacity is an important consideration for couples. This can include setting up a power of attorney and a living will to ensure that your wishes are carried out in the event that you are unable to make decisions for yourself.


In conclusion, estate planning is an important consideration for couples to protect their assets and ensure that their wishes are carried out. By considering a joint estate plan, updating your beneficiaries, considering your spouse's needs, reviewing your estate plan regularly, considering charitable giving, and planning for incapacity, you can plan for your future and protect your loved ones. At Perez-Roura Law, we can help you create a comprehensive estate plan that meets your unique needs and goals. Call us today at (305) 359-3888 to schedule a consultation and start planning for your future.


4 views0 comments
bottom of page