We often assume that couples share everything: a home, meals, pillow talk. And the sharing should ideally extend to a couple’s financial plans, too. But that’s not always the case.
Oftentimes unmarried couples can find themselves at a financial disadvantage, due to tax, retirement and probate rules. But a well-rounded financial and estate plan can help you protect your loved one and ensure they’re taken care of, regardless of your marital status. The attached brochure, Financial Checklist for Domestic Partners from Allianz Life, includes several suggestions for couples with unique or non-traditional planning needs. Please take some time to read over the checklist to see how you can better protect yourself financially if you or someone you know is in a Domestic Partnership relationship.
Take a look – there are several ways to protect a partnership without a marriage certificate!
If you need help, we can get started whenever you’re ready. Let’s connect soon.