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Kiplinger
Kiplinger
Business
Andrew R. Biddison, JD

Financial Advisers: Here's How to Help Soon-to-Be Married Clients Get Their Financial House in Order

Insurance Kiplinger
A financial adviser shakes hands with a client as a couple meet with her in her office.

Marriage significantly changes a couple's legal and financial rights and obligations, something to consider at this time of year — October ranked as the most popular wedding month in 2024.

While financial and estate planning changes might not be on the happy couple's priority list, thoughtful discussions on marital planning with a financial adviser can help clients reduce pre-wedding nerves and create a framework for future financial success.

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