Estate planners give advice for working with unmarried couples

02/4/2012 | Journal of Financial Planning

Planners can face special challenges when giving estate-planning advice to couples who are unable or choose not to be married. For example, unmarried couples can face a host of roadblocks to managing their joint assets, from uncertainty about taxes and benefits to resistance from family members. Planners who work with unmarried couples should understand the relevant laws and techniques for protecting their clients' interests.

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