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Estate Planning Concerns for Unmarried Partners

Know your rights and plan accordingly.

If you have an unmarried partner, ask yourself:

  • Can my unmarried partner take care of me if I become physically or mentally incapacitated?
  • With no legal rights, are provisions in place to transfer assets to my partner following my death?
  • Who will facilitate the transfer of assets?
  • Who are the beneficiaries on my life insurance policies, annuities, IRAs and work retirement plans, such as a 401(k) account?

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