
Coordinating Estate Plans for Married Couples
Coordinating estate plans between spouses is crucial to avoid unintended consequences such as conflicting provisions, unexpected tax implications, or assets passing in ways that don't align with shared wishes . This approach ensures that both spouses' documents and strategies work together harmoniously, enhancing tax efficiency, streamlining estate administration, and adhering to state laws. Proactive planning strengthens financial security and the shared legacy of married couples.