Checklist of Planning Issues for Nontraditional Couples
Submitted by Watters Financial Services, LLC on August 22nd, 2019Checklist of Planning Issues for Nontraditional Couples
Three primary questions to keep in mind:
o What are the implications of being “legal strangers” (unrelated parties) versus being legally married partners? (e.g. no spousal social security benefits, no automatic right to inherit).
o What would happen if one of the partners died?