Domestic Partnership Planning
Domestic Partnership Planning involves anyone in a relationship with another person outside of marriage. It is important to have the appropriate documentation in order to protect your partner.
We can help you identify key issues and risks relating to asset titling and ownership of property, beneficiary designations, trust services and other arrangements so you can make decisions that balance the flexibility and comprehensive protection you need to live as a committed couple.
Through our ADPA® designation, we have been trained and certified on key issues affecting domestic partners and same-sex spouses and are dedicated to providing them with tailored investment planning strategies.