Estate Planning for Surviving Spouses: Considerations, Recommendations, and Procedures

While the simultaneous passing of spouses is certainly a possibility, the likelihood that one spouse will predecease the other is a reality which must be contemplated and discussed.  Remarriage and asset protection are two of the most common concerns voiced by married couples when thinking about how the estate will be handled in the event that one spouse dies before the other.  In these discussions, it often comes as a complete surprise to learn that there are also certain statutory mandates regarding inheritance between spouses that must be taken into account.
Join Managing Principal and Lead Attorney Stephen R. Elville for an insightful and important discussion about “Estate Planning for Surviving Spouses: Considerations, Recommendations, and Procedures.” Among the topics to be discussed include:

–      How to ensure that your estate “plan” survives in the event your surviving spouse gets remarried, including a review of statutory spousal rights to assets, the importance of pre- and post-nuptial agreements, and options for irrevocable trust planning to control the use and distribution of your estate in the event you pre-decease your spouse;

–      An overview of available mechanisms for providing enhanced asset protection for the benefit of your surviving spouse; and

–      A discussion of the relevant estate and income tax considerations.

To RSVP for the webinar and receive your personal link to attend, please click here.  Should you have any questions ahead of time, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com, or at 443-393-7696 x117.

Open to clients, advisors and the general public.  For Certified Financial Planners and CPAs, 1.5 continuing education hours will be available for attending this presentation.

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