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