Whether you are married, unmarried, or single, we have the experience to look at estate planning in consideration of often conflicting State and Federal laws.
- Frequently Asked Questions
Now that we’re married, what do we need to do?
Great question! Now that the battle for marriage equality has been won, LGBTQ clients need to take the same steps as any newlywed couple. These include getting a Durable Power of Attorney for each other, consider re-titling your home (or create a tenants by entirety deed), and deciding whether to file income tax jointly.
What other legal protections and benefits can we consider?
The biggest issue for unmarried couples is that without any estate planning documents, their partner would be last in line when it comes to medical decisions, end of life care, or issues of inheritance.
If one partner gets on the bus, his surviving and estranged family members have more right to his home than the unmarried partner who has lived there for thirty years!
With proper legal documents in place, you can confer almost all of the legal protections and benefits onto your partnership that marriage offers.
- Understanding Estate Planning
- We hope that these resources may answer some of your initial questions.
Also see our guide to basic estate planning legal documents here.
- Client Information Packet
- Client Info Packet
Prior to your consultation, we will need as much of this packet filled out as possible. You can either print and mail them, or use the fillable feature and email the packet to firstname.lastname@example.org