Couples in second (or more) marriages, especially those with children from previous marriages, should review their retirement plans. Certain qualified retirement plans are required to be paid as joint and survivor benefits unless the spouse has properly waived the right to receive survivor benefits. A waiver of this right prior to marriage (e.g., in a prenuptial agreement) may not be effective, since the parties are not “husband” or “wife” when they sign a prenuptial agreement. Thus, a postnuptial agreement may also be needed.
- Estate Planning
- Guardianship & Incapacity
- Livings Wills & Healthcare Surrogates
- Long-Term Care Planning & Asset Protection
- Medicaid Planning & Veterans Benefits
- Power of Attorney & Living Wills
- Probate & Trust Administration
- Social Security
- Supplemental Needs Trusts
- Wills & Trusts
Digital Assets Part 3: Digital Assets in Estate Plans
Part 1 and Part 2 of this series have explored digital assets and gave some practical tips on how to safeguard access to those assets for fiduciaries and family. In this final entry, we will discuss how estate planning plays into the digital assets conversation. Developing Your Estate Plan You should consult an attorney when […]read more >
Digital Assets Part 2: Safeguarding Access to Digital Assets
Part 1 of this series on digital assets explored some of the more popular types of digital assets and accounts that you should consider when planning for incapacity and death. In this entry, we will look at how these accounts are governed under current law and give some practical tips that can help you ensure […]read more >
Contact our Elder Law Attorneys for an appointment to answer your questions and allow them to provide you with the peace of mind you deserve.