Downs Law Firm, P.C.

Laurel Maryland Estate Planning Blog

unmarried couple

Estate Planning as an Unmarried Couple?

All couples can now take advantage of tax benefits for married partners, pass assets from one spouse to another with ease and qualify for Social Security spousal and survivor benefits. However, not all couples want to get married.

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How Do I Store Estate Planning Documents?

A common dilemma that families face upon the incapacity or death of a loved one is locating estate planning documents. While preparing the documents are the most important step, that is irrelevant if the documents are lost when they most need to be used.

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Why Your Beneficiary Designation Matters?

When you set up your estate plan it is important to coordinate the legal planning documents that you or you and your attorney create with the document provided by your retirement account custodian and/or your life insurance carrier called a ‘Designation of Beneficiary.’

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