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