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ABOUT YOU

NON-TRADITIONAL FAMILIES

Same-sex couples can marry, but there are still questions and decisions to make.  You need to understand the financial rights and benefits that are available, such as Social Security spousal and survivor benefits, retirement plan inheritance rights for spouses, and estate planning options for married couples.  You may also have created workarounds in the years before you could marry, such as life insurance policies to provide for a survivor or to cover estate taxes, and those plans need to be revisited. We’ll help you sort through issues around titling of accounts, insurance and risk management, tax planning, retirement planning, and estate planning.

And not all couples want to get married; some same sex and opposite sex couples choose not to wed.  We can help you understand the financial reasons why you might or might not want to marry, so that you can make an informed decision.  And if you decide you don’t want to marry, we can help with your planning needs.