Attorneys Amanda Kruse and Andrew Biddison co-authored a recent Kiplinger article offering guidance to financial advisers working with engaged clients. The piece outlines key legal and financial planning steps – such as marital agreements, estate documents, and incapacity planning – that can help couples prepare for life together.
“Marriage significantly changes a couple’s legal and financial rights and obligations,” they wrote, encouraging advisers to initiate thoughtful conversations that support long-term financial success.
Read the full article here: Financial Advisers: Here’s How to Help Soon-to-Be Married Clients Get Their Financial House in Order