Estate Planning on Remarriage in PA

A second marriage changes nearly every default in Pennsylvania estate planning. The first 90 days after the wedding are when the plan should be redone.

Elective share

A new spouse can elect against the will for one-third of the augmented estate. A prenup is the cleanest way to waive this in advance.

Beneficiary updates

401(k) ERISA preemption means the prior spouse remains the beneficiary until a current spouse waives — get the form signed.

Trust planning

Lifetime trusts protect children of the first marriage while still providing for the surviving spouse — see our blended families guide.