These are some of the questions that we should consider
- How do I transfer my spouse’s investment assets into my name and what documents will I need?
- Will I need to create a new investment portfolio?
- Do I need a new Will?
- How will my estate plans change?
- Should I now consider transferring assets to my family?
- How will my budget change?
- What are the implications if I decide to sell my home?
- Will I need new or different insurance coverage?
- What is involved in being an Executor?