Estate Planning for Unmarried CouplesAbbe I. Herbst
estate planningunmarriedsame-sexmarriageEstate planning for the non-traditional family is only a special application of general estate planning principles and practices. However, unmarried couples oftWendy S. GoffeSocial ence Electronic PublishingWendy Goffe, Estate Planning for the Unmarried Couple/...
Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.
Estate Planning Strategic for Unmarried CouplesIncreasingly, many people choose to live together as couples outside of marriage. The 2000...Koehn, Jo LynneKlimek, JaniceNational Public Accountant
ESTATE PLANNING FOR UNMARRIED COUPLES Guidance with Prenuptial Agreements, Domestic Partnership Agreements, and Co-Parenting Agreements, as well as Living Trusts, Wills (simple and complex), Powers of Attorney, Living Wills, Charitable Giving, Irrevocable Trusts, and Family Limited Partnerships for unmar...
Unmarried couples should particularly continue to review and revise their estate planning documents and beneficiary designations. Since the advent of same-sex marriage, it is now clear that domestic partners, even if registered as such, do not qualify for the federal (and in many cases state) ta...
James Lange offers some retirement planning advice for same-sex couples. News Releases: *NEW*Trusts & Estates In late August of 2014, Trusts & Estates magazine published a peer reviewed article onOptimizing Social Security Benefits for Unmarried Couples, Quantifying the Financial advantages of Marriage...
Estate Planning for Unmarried Cohabiting Couples: Legal and Tax Issues, Best Practices for... Income, Gift, and Estate Tax Implications and Planning; Revocable Trusts; R... March 21, 2023 • CLE, CPE, EA • CLE On-Demand This CLE/CPE webinar will provide estate planners a detailed an...
Income tax planning.Married couples may file a "joint" income tax return or file as "married filing separately.” Unmarried partners do not have this option. Marriage may lower or increase the federal income taxes you and your partner owe, depending upon your individual income levels. ...
Estate Planning for Unmarried Couples Estate planning isn’t just about passing on wealth; it’s about securing your future and protecting your loved ones. For unmarried couples in Texas, estate planning can be particularly challenging. Unlike married couples, you don’t have the automatic protectio...