What to learn:

Kelley Long, CPA and Certified Financial Planner, goes over what documents need to be updated after you get married.

What to do:

  1. Watch the video.
  2. Read and answer the questions for discussion below the video.
  3. Discuss together the similarities and differences in your viewpoints.

Questions for Discussion

  • Do we have the three documents needed for estate planning in place: a will, a medical power of attorney, and a power of attorney?
  • Have we added each other as beneficiaries on any policies that we hold?
  • Who will take care of our children if something happens to us?

Recommended Resources