Cannon – Marital Agreements from A to Z

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 a foundational 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