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Description
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
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