Partners, whether same sex or not, usually intend to take care of one another during life and at death. As more and more states are passing same-sex marriage laws, it is important for couples to make sure estate planning documents are in place. This article, out of New York, emphasizes the importance of couples to put the proper papers in place so the survivor will inherit pensions, retirement accounts and other assets. While the news focuses on same-sex couples, the fact is also true for male/female couples who are not legally married.
Estate planning is about taking control. Set up an appointment to meet with an attorney in your state to review powers of attorney, beneficiary forms, and wills. Being a partner or married may not create the automatic inheritance you think it will.
Making sense of illness, death and taxes through the eyes of Attorney and Author, Melinda Gustafson Gervasi
Wednesday, June 6, 2012
Partners in Life and in Death
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Same-sex relationship
Melinda Gustafson Gervasi is a Madison attorney and author whose current practice focuses on estate planning and probate. She is committed to increasing the public’s understanding of estate planning and probate issues. In 2013 she released her first book, Middle Class Philanthropist where she illustrates how anyone can leave a legacy. Gustafson Gervasi Law Office, LLC, 5555 Odana Rd., Suite 205, Madison, WI 53719
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