Committed, Protected, Prepared: Estate Planning Tips for Unmarried Partners
If you and your partner choose not to marry, you must have an estate plan tailored to your individual situation.
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If you and your partner choose not to marry, you must have an estate plan tailored to your individual situation.
Your estate plan is not static and should be tested; it is a living tool that should evolve with the changes in your life.
If your plan has not kept up with your life, it could fail when you need it most or perform differently than intended.
It is time to ensure that your estate plan still reflects your goals and protects the people and things you care most about now.
It is essential to understand state death tax rules when creating a comprehensive estate plan.
Extra steps are needed at home and abroad to harmonize your plan across borders and avoid any unexpected inheritance or tax issues.
You need an estate plan that reflects your state’s specific laws and locks in its primary residence protections.
A thoughtful estate plan considers each child’s unique circumstances to create distributions that truly support their needs.
Let us help you put your guardianship wishes into a legally binding plan to help secure a future for your children.
Having a baby is a huge milestone to celebrate and the perfect time to shape a future for your family through estate planning.
