Planning Guide for Unmarried and Same-Sex Couples

Same-sex couples are in an estate planning no-man’s land. If your legal status is recognized under your state’s law, it isn’t under federal law. If you move, your legal status may change.

Unmarried couples can be a common family and economic unit. But without the benefit of a marriage certificate, you don’t get the benefit of a variety of tax breaks or legal standing. All of this leads to the need for some creative planning to put your family on footing similar to that of a married couple.

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