Financial planning for domestic partners requires specialized knowledge and expertise. Since domestic partners do not have the same legal rights as married couples, they often require individualized planning to address the unique and complex investment, tax and estate planning issues they face.
Our advisors take the time to thoroughly understand you and your partner’s concerns, dreams and goals. They will help you work through complex financial planning issues such as:
- Estate planning
- Investment strategy
- Taxation
- Domestic partner benefits
- Property ownership
- Non-spousal retirement benefits
Our advisors help you and your partner achieve the life you want together, while ensuring that each of you is protected and that your legacy wishes are carried out.