Estate planning for unmarried partners is increasingly common. We can help!
- Frequently Asked Questions
Is there a way to leave my estate to my unmarried partner, tax-free?
Current laws state that only spouses may inherit estates over the exclusion amount tax-free. A revocable living trust is one of many options we may consider for an unmarried couple.
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