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Marriage So, you're getting married? Congratulations! However, take note: entering into the married state has legal and financial implications as regards your health and pension benefits; it is imperative that you review and address these benefit plan issues early on. We present here a summary of issues you need to understand to get a good start in your new life (so that you can get back to more important things, such as fighting with the caterer). Planning Notes: Financial planners recommend that recently married and those planning to get married should update a number of personal plans and documents. Here is a checklist of some items which you may need to update, revise, or consider: Will Living Trust Estate Plan Durable Powers of Attorney Designation of Beneficiary: IRA, 401k, Life Insurance Adequacy of Life Insurance Adequacy of Disability Insurance