These are some of the questions that we should consider:

  1. How do I transfer my spouse’s investment assets into my name and what documents will I need?
  2. Will I need to create a new investment portfolio?
  3. Do I need a new Will?
  4. How will my estate plans change?
  5. Should I now consider transferring assets to my family?
  6. How will my budget change?
  7. What are the implications if I decide to sell my home?
  8. Will I need new or different insurance coverage?
  9. What is involved in being an Executor?

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