Tuesday, January 17, 2012

Estate Planning for Same-Sex Couples & Unmarried Partners

Here's a link to a short video clip that I posted: http://youtu.be/I5Atp5dJQNI
Regarding this important topic.

Same-sex couples and unmarried partners are confronted with many legal uncertainties due to the varying degrees of protection afforded them by the federal and state governments. Changes in state and federal law create a patchwork of protection for these couples.

Comprehensive planning is essential to protect inheritance rights, property distribution, and medical and final arrangement decisions. Tax planning and retitling are necessary to avoid unintended consequences.

My objective is to draft documents to protect inheritance rights, property distribution, and medical and final arrangement decisions of same-sex and unmarried couples;

To optimize the planning for inheritance rights for same-sex couples and unmarried couples whose relationships are not recognized by state and federal governments; and

To utilize tax-planning strategies to alleviate disparate tax treatment for same-sex couples and unmarried partners

Please feel free to contact me to arrange for a confidential, no-obligation consultation. Protect your loved ones and enjoy peace of mind!

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