Your wedding is over, and the day was perfect. You went away on your honeymoon with your new spouse and had the time of your lives. Now you are back and can breathe a sigh of relief and watch the rest of the years ahead unfold before your eyes. Well, not so fast. Now that your honeymoon is over, there are several things you should be mindful of to make sure that the legal and financial parts of your life properly reflect your newly married status.
What To Do After the Honeymoon
As you live happily ever after, attend to these post-honeymoon to-dos during the first few days (or even weeks) after your wedding. This will help you enjoy the memories of your wedding and honeymoon for years to come. The following checklist can serve as a reminder of some of the tasks to which you should give your immediate attention:
- Meet with a knowledgeable estate planning attorney to discuss the creation of a will or trust, or to update one from before you got married;
- Review and update your medical proxy documents and provide copies to your necessary doctors’ offices;
- Check and update beneficiary designations on any life insurance policies, 401(k)s, IRAs, annuities, and other investment accounts;
- Seek advice from your tax preparer about whether you should adjust your withholdings to reflect your new marital status;
- Obtain life insurance, if you do not already have coverage, and designate a beneficiary and a contingent beneficiary;
- If you have or are planning to move, notify your auto insurer, banks, employer, and anyone else of your new address;
- Add your spouse to your group health and/or dental insurance policy, if necessary; and
- Change ownership of real property, if you choose to, to reflect your marital status;
Besides the above, if you decide to legally change your name notify these institutions:
- Department of Motor Vehicles;
- Creditors and debtors;
- Social Security Administration;
- Passport office;
- Insurance agencies;
- State taxing authorities;
- Telephone and utility companies;
- Banks and financial institutions;
- Government benefit office.
Contact an Experienced Estate Planning Attorney
We are here to help guide you through the estate planning process and to make sure that the financial and legal aspects of your life correctly match your new marital status. Contact us today to learn about how we can help you enjoy your wedded bliss with financial and legal security.
NOTICE: The information on this website does not constitute legal advice and you should not rely on any information without seeking the advice of a competent attorney licensed to practice in your jurisdiction. This web site is both a communication and/or solicitation as defined by California Rules of Professional Conduct, rule 1-400. For further information, please click here.