Modern Solutions for Today's
Modern Families
People form many different types of committed relationships and many of them do not involve a marriage contract. Some couples may not be eligible to marry under state law or may have decided that marriage is not a priority, and therefore do not have access to a number of valuable tax and legal benefits. However, there are effective planning tools and strategies unmarried couples can use to accomplish both their retirement and wealth transfer objectives.
Retirement Planning
for Unmarried Partners
Wealth Transfer Planning
for Unmarried Partners
Creating a Virtual Marital
Deduction with Life Insurance
Partner's Lifetime
Access Trust