Ask any estate planning attorney—what is the most important thing that we need to know after someone dies? Their answer: we need to know the assets! This includes knowing what their assets are, who has legal authority over the assets, what the values are, and who will receive these assets. 

Everyone enjoys the warm and magical feeling that comes with new love. People of all ages hope to experience the delights of finding someone to share their life with. For elder clients though, many have already spent many years with someone for which they cared deeply. For this group especially, finding someone new to spend the rest of their life with is an exciting and wonderful surprise.

Despite the wonder and excitement of an elder’s newfound relationship, remarriage in retirement is a pursuit not to be taken lightly. Too many seniors do not plan for remarriage prior to taking the plunge and suffer tremendous consequences as a result. With an estimated 50% of previously married seniors remarrying, premarital planning takes on a whole new importance – and typically requires the guidance of experienced legal professionals.

Summer vacation is almost over and as we get back into work mode, it’s a good time to refresh your memory and refocus your professional goals. There’s no better way to do this than to join the WealthCounsel community. Not only will you be a part of a nationwide community of professional attorneys, but you’ll also have access to unrivaled practice support and, of course, our intelligent document drafting software.