Advanced Sales Materials for Unmarried Partners

People form many different types of committed relationships; many of them do not involve a marriage contract.  Because they aren’t married, they can’t take advantage of the many tax and retirement benefits established for “traditional” married couples. Despite this, unmarried couples still have a number of effective planning tools at their disposal which they can … Continue reading

Estate Planning for Unmarried Couples: What Financial Planners Need to Know

In their 2005 book, Money Without Matrimony: The Unmarried Couple’s Guide to Financial Security,1 co-authors Sheryl Garrett, CFP®, and Debra A. Neiman, CFP®, painted a grim picture of what the surviving member of an unmarried couple might face after the death of a partner. “They can become mired in a financial and emotional mess—destitute and … Continue reading