Newly Married · Alberta

Retirement Planning for Newly Married in Alberta

Planning tools for the money side of retirement, written with newly married couples in mind — kept in the same Vault as your will.

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What newly married couples should know

  • Marriage is the point where two sets of finances start to become one plan.
  • Put shared and separate assets and debts in one place.
  • Set savings goals together and see whether you are on track.
  • Check your insurance coverage now that someone else depends on you.
  • What marriage does to a will in Alberta: Marriage on or after February 1, 2012 does not revoke your will. Divorce or a court finding that the marriage is void does not revoke the whole will, but it generally revokes gifts, powers of appointment, and executor/trustee/guardian appointments for the former spouse as if the former spouse had died before you, unless the will shows a contrary intention. Similar rules apply when an adult interdependent partnership ends, with statutory exceptions. Source: Wills and Succession Act, SA 2010, c W-12.2, ss 23(2), 25.
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Frequently asked questions

Why does retirement planning matter for newly married couples?

Marriage is the point where two sets of finances start to become one plan.

Does getting married affect my will in Alberta?

Marriage on or after February 1, 2012 does not revoke your will. Divorce or a court finding that the marriage is void does not revoke the whole will, but it generally revokes gifts, powers of appointment, and executor/trustee/guardian appointments for the former spouse as if the former spouse had died before you, unless the will shows a contrary intention. Similar rules apply when an adult interdependent partnership ends, with statutory exceptions. Source: Wills and Succession Act, SA 2010, c W-12.2, ss 23(2), 25.

Is this financial advice?

No. The tools do arithmetic on the figures you enter. They are estimates for your own planning, not financial advice.

What do the retirement planning tools cost?

It is included in your Vault. Your will is free.

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