No, not the marriage license. That was probably taken care of by the officiant the day of the wedding. This paperwork is documents of financial significance. After all, when you merge your lives, you merge your finances.According to Adriene Berg at Money Central, there are ten categories of documents to consider. Not all of them will apply to you, of course, but they serve as a useful checklist to tie up financial loose ends, increase your financial health, and prevent inconvenience and unpleasant surprises down the road.
The ten categories are:
1. Government entitlements (eg. Social Security).
2. Business relationships
3. Insurance policies
4. Benefits from organizations (AAA, CAA, trade organizations, travel groups, etc)
5. Bank and brokerage accounts
6. Wills, trusts, and powers of attorney
7. Health-care proxies
8. Real estate documents
9. Contracts
10. Pensions, annuities, etc
For more information, check out the full article at MSN Money.
2. Business relationships
3. Insurance policies
4. Benefits from organizations (AAA, CAA, trade organizations, travel groups, etc)
5. Bank and brokerage accounts
6. Wills, trusts, and powers of attorney
7. Health-care proxies
8. Real estate documents
9. Contracts
10. Pensions, annuities, etc
For more information, check out the full article at MSN Money.
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