Complimentary Resource
Getting Married: Financial & Tax Guide
Six financial and tax conversations to have before you do.
Marriage brings meaningful financial changes. This brief guide gives you a practical starting point for discussing filing status, income and withholding, benefits, beneficiaries, retirement goals, and shared household plans.
Use it to start an honest conversation, then decide which updates and questions deserve your attention first.
Open the Financial & Tax Guide
One More Step After “I Do”
Along with updating tax records and financial accounts, newlyweds may also want to review beneficiaries, emergency decision-makers, and any existing estate-planning documents. If you’re looking for a guided DIY option, EZ Will & Trust helps individuals and couples create attorney-reviewed wills, trusts, powers of attorney, and healthcare directives online.
Affiliate disclosure: Elliot Glass Consulting may receive compensation if you purchase through this link. EZ Will & Trust is a separate third-party provider and is not a law firm. This information is educational and is not legal advice.