Your Marital Agreement Toolbox
Marriage dissolution, and the financial obligations that often flow from it, has become so prevalent that a client's planning for this possibility is sometimes nearly as important as his or her core estate planning instruments. Thus, marital agreements, especially among those who have been through divorce, are becoming an essential component of some clients’ financial security. These agreements must be closely coordinated with the client's estate plan.
Of frequent concern in this area are:
- What are essential requirements for all marital agreements
- Tax issues to address in marital agreements
- Spousal rights in retirement assets
- Anticipating and handling marital issues with closely-held business interests