Whether you are married, domestic partners or haven’t decided, you already know that marriage recognized by the Federal government comes with a range of benefits — from income taxes to more advantageous
ways to bequeath and inherit money. You may have even experienced
how being unprotected by the law can be mildly irritating, or financially
and emotionally devastating.
In California, at the moment, you must decide whether to become Registered Domestic
Partners. We walk you through the pros and cons of registering and
how it might impact your relationship.
At Financial Connections, we understand and empathize with the frustrating
issues facing gays and lesbians — whether in a committed relationship
or not. More importantly, we understand the workarounds that can help
protect you and your loved ones.
Double-click above to listen to or click
here to download a podcast in which we discuss protecting the
rights of unmarried couples and singles who don’t benefit
from certain tax laws as married couples when it comes to things
like buying a home, having children and estate planning. (From: "30
Minutes of Personal Finance.")
If you're interested in issues surrounding estate planning, investment
management, tax preparation, or other financial planning services,
you'll find a welcoming atmosphere at Financial Connections. We welcome
the chance to meet with you.
Listen to a podcast
Jill Hollander discusses the financial rights of non-traditional couples
Financial Connections in the Media
Socially Conscious Investing
|In this article from Investment Advisor, Jill Hollander
and Dana Levit write about the legal protections for non traditional
its most unromantic sense, a legal marriage is the creation of
an economic unit, and there are over 1,100 federal rights and
responsibilities that support that unit’s survival... almost
half of the adult U.S population is unmarried, and this number
is expected to grow significantly as the population ages."
Download the PDF: Together But Separate