ASHBY LAW OFFICES, LLC
QUAKERTOWN OFFICE  • 246 W. Broad Street • Suite 3 • Quakertown, PA 18951
Phone: 215-536-7606 • Fax: 215-536-7679
ALLENTOWN AND WARRINGTON OFFICES • Available By Appointment
E-mail: ashbylaw@verizon.net

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Updates

On this page you can read about any important law changes
 that might pertain to you and your legal needs

 

Check periodically for new updates!


After you get married, don’t forget to update important documents. It is recommended that you take care of the following matters as soon as possible after marriage:

 

1. Update Wills, Trusts and Powers of Attorney.
2. Bank and Brokerage Statements – Check the titling of accounts. The titling of these accounts will supersede your Will where there is conflict.
3. Insurance Policies – Review amount of coverage, ownership and beneficiary designations.
4. Social Security – Update death benefit beneficiaries and next-of-kin designations.
5. Review titling for Deeds and other real estate documents.
6. Review pensions, IRA’s, annuities and other retirement accounts. Update beneficiaries.
7. Review non-monetary designations and health care proxies. Update emergency contact information.
8. Review and update business and ownership documents and associated insurance policies.

 

Be aware that second marriages create unique estate concerns particularly when there are children from a previous relationship for whom you may have concerns about their inheritance prospects by your new marriage. Wills, Deeds, Powers of Attorney and asset beneficiary designations should be reviewed with these concerns in mind.

_________________________________________________________________________

ASHBY LAW OFFICES, LLC

QUAKERTOWN OFFICE

 

246 W. Broad Street
Suite 3
Quakertown, PA 18951

Phone: 215-536-7606
Fax: 215-536-7679

 

ALLENTOWN and WARRINGTON OFFICES

 

By Appointment

 

E-mail: ashbylaw@verizon.net 



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