Domestic Partners

  • What assets should we make joint?

  • Whose name should end up going on the house and mortgage?

  • Should we change beneficiaries on our retirement accounts?

  • Do the rules in my state affect my financial situation?

  • What happens if we split up?

  • Should we create a will?  A power of attorney?

  • What should we do about our company benefits?

  • What if I loan money to my partner?

  • What will happen to our social security down the road?

  • Is it smart to get a joint credit card?

  • What if one of us has a child? Does that affect our estate plan?

  • How should we best make family financial decisions?

Are you ready for your FREE No Obligation Consultation . . .

· Learn how to save money by using smart tax management strategies
· Figure out new ways to minimize your expenses
· Discuss how to balance having fun today and being fiscally responsible for the future
· See the power of becoming the CFO of your own family finances