AN ESTATE PLANNING SURVIVAL GUIDE FOR UNMARRIED COUPLES AND SAME SEX PARTNERS
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Chapter Overviews
 
Loving Without A License
1,  2,  3,  4,  5,  6,  7,  8,  9,  10,  11,  12,  A,  B
 

Chapter 1: The State of the Union
  • The status of the traditional family
  • Common reasons to remain unmarried
  • Legal update

Chapter 2: The State of the Union
  • Marvin v. Marvin case – the inception of "palimony"
  • A lesson in the legal system
  • Bodies of law

Chapter 3: The Automatic Wedding Gift
  • Protections available through marriage
  • Property rights
  • Inheritance rights
  • Common law marriage
  • Loss of consortium
  • Wrongful death
  • Liability for debt
  • Liability for medical needs
  • Family Medical Leave Act
  • Healthcare rules/Guardianship
  • Premarital agreements
  • Adoption

Chapter 4: In Sickness and In Health
  • The State’s default plan
  • Avoiding the State’s default plan
  • Financial powers of attorney
  • Healthcare powers of attorney
  • Living wills
  • Health Information Portability and Accountability Act (HIPAA)
  • Guardianship
  • Trusts

Chapter 5: Until Death Do Us Part
  • Final arrangements
  • Administering your estate
  • Wills
  • Operation of law
  • Jointly held assets
  • Transfer on death deeds
  • Contractual property rights
  • Trusts
  • Special planning for life alliance partners

Chapter 6: Taxation and Gifts to Uncle Sam
  • Income Taxes
  • Dependents and taxes
  • Real estate taxes
  • Social Security
  • Common law marriage
  • Public benefits
  • Gift taxes
  • Estate taxes

Chapter 7: Life Alliance Agreements™
  • The premarital agreement example
  • Tips for creating a Life Alliance Agreement
  • Keeping property separate
  • Agreements for sharing property
  • An unmarried ‘divorce’

Chapter 8: Solutions for Life Alliance Partners – a Matter of Trust?
  • Trusts
  • Irrevocable life insurance trusts
  • Life estates
  • Family foundations
  • Limited liability partnerships and limited liability companies
  • Buy-sell agreements
  • Name changes
  • Parenting agreements
  • Guardianship
  • Adult adoption
  • Property Loss

Chapter 9: Fiduciaries, Attorneys and Other Scary People
  • Trustees
  • Sensitizing fiduciaries
  • Estate planning attorneys

Chapter 10: The Paper Trail – Asset Integration and Funding
  • Asset integration
  • Funding trusts
  • Where to keep important papers

Chapter 11: Keeping it All Together – Updating, Education and Maintenance
  • Changes in your family, or financial circumstances
  • Changes in the law
  • Changes in your advisor’s experience
  • An estate planning solution – The Three Step Strategy™
  • The importance of a team approach
  • Ethical considerations

Chapter 12: The End of the Road or Part of the Journey?

Appendix A: Glossary of Estate Planning Terms

Appendix B: Estate Planning Checklist


Current Workshops
 
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