Five Ways Couples Can Tackle Estate Planning

Mature Black Couple Meeting With Financial Advisor At HomeA national survey shows one in three couples has no life insurance. Nearly half say they would be unprepared financially if they lost their spouse..

A story in USA Today lists five things couples can do to prepare to take care of their spouse and family if something were to happen.

  • Determine how much life insurance you and your family need.
  • Understand the details of your spouse’s life insurance policy.
  • Make a will.
  • Keep all your records in a secure place where your spouse can find them.
  • Talk to your spouse about your final wishes.



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