
WHAT HAPPENS TO YOUR ESTATE PLAN WHEN YOU GET DIVORCED?
About this episode
Whilst getting divorced is emotionally taxing you must not ignore your estate planning responsibilities. The final divorce decree takes care of the financial and legal issues, but it does not change your estate planning documents. Therefore, it is important to re-visit your estate plan if you had one when you were married or create one if you never had one.
Join me tomorrow at 5:00 pm PST; my special guest, Ann Michelle Hart will tell you about what you should do to make sure that your wishes are protected before, during and after the divorce.
Here are some HIGHLIGHTS from this episode.
03:12 The importance of your estate plan when getting divorced
05:28 Your state's position on estate planning and divorce
06:56 “Must do” before filing for divorce
08:05 Know your state's estate planning laws
09:46 Remember to change your beneficiaries’ designation
10:46 The fate of your minor kids
11:33 What happens when you have an irrevocable trust?
13:54 Be mindful and take care of business
14:41 No estate plan, the court decides…
17:31 What you should absolutely do
Connect with me:
Instagram: https://www.instagram.com/thefinanciologist/
Facebook: https://www.facebook.com/merginglifeandmoney
YouTube: https://www.youtube.com/@merginglifeandmoney
LinkedIn: https://www.linkedin.com/in/mjcaesar
Click this link https://mariejocaesar.com/fmtq/take-the-quiz to take the "Discover Your Financial Mindset Type” Quiz, so you can start taking control of your financial destiny and transform your financial identity.
Click this link: https://mariejocaesar.com/consult to book a FREE consultation now! Let's map out your path to financial wellness together. Your future self will thank you.
Get every episode summarized
Each time Merging Life and Money with MJ Caesar publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Merging Life and Money with MJ Caesar

Ep. 202 - IS YOUR RETIREMENT PLAN REACTING...OR BUILDING?
Merging Life and Money with MJ Caesar

Ep. 201 - RETIREMENT BIGGEST LIE - WHY THE 4 percent RULE COULD BE FAILING YOU!
Merging Life and Money with MJ Caesar

Ep. 197 - HOW TO TAKE BACK CONTROL FROM BANKS
Merging Life and Money with MJ Caesar

The SHIFT SHOW WITH M&M Ep. 2 - LAID OFF? - 3 STEPS TO REGAIN CONTROL OF YOUR F...
Merging Life and Money with MJ Caesar