Estate Planning for Surviving Spouses: What to Do ASAP

After the loss of a spouse, there are many legal issues to tend to, especially in settling the estate of the decedent; however, the surviving spouse has his/her own legal needs as well.

In this Kiplinger article, Barbara shares advice from Regina Snow Mandl, a partner at The Wagner Law Group, to protect the existing estate of the widow/widower. This includes advice about updating existing legal documents and/or establishing a new estate plan that may include the following:
• Durable Powers of Attorney
• Healthcare Proxies
• HIPAA Release Forms
• Wills and Trusts
• Beneficiary Designations

If you would like to learn more about HMS Financial Group and how we can work with your estate planning team, please contact us.