What You Need to Know about Your Spouse's Finances

Failure to Share Information Can Magnify Problems
in a Crisis

Are you and your spouse completely familiar with each other’s financial situation? Are critical documents up to date? Are you prepared if a spouse is incapacitated or dies?

Couples need to be sure that the beneficiaries of any insurance policies, annuities or other investments are kept current and where financial records and documents are kept.

Each partner in a relationship needs to be able to answer several important questions about his or her partner’s finances.

Do You Have a Will?
Both you and your spouse should have a will that is kept in a safe place that you both can access, such as a fireproof home safe or a bank safe deposit box.

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