After getting married in 2023, there are several important steps that you should take to ensure that your legal and financial affairs are in order. Here are some of the most important steps to take after getting married:
Update your legal documents: Update your legal documents, including your driver's license, passport, and social security card to reflect your new name and marital status.
Update your beneficiaries: Review and update the beneficiaries on your retirement accounts, and other financial accounts to reflect your new spouse as the beneficiary.
Combine finances: Consider merging your bank accounts or opening a joint account with your spouse and establish a budget for managing your finances together.
Consider estate planning: Consider meeting with an estate planning attorney to create or update your will, establish trusts, and designate guardians for any children you may have.
Update your tax status: Update your tax status by filing a new W-4 form with your employer and updating your tax withholding status.
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