Planning for You and Your Partner in California

As many unmarried couples have found out, unfortunately, partners have no legal standing to manage affairs or inherit property if their loved one becomes sick or passes away. Without specific legal documents, unmarried partners cannot make financial or medical decisions on each other’s behalf, and without a Last Will and Testament, the laws of succession direct property held by a deceased individual to pass to their closest surviving relatives, typically parents, siblings, or children.

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New Rules For Same-Sex Marriage

Tweet Windsor Ruling Expands Estate Planning Prospects for Married Same-Sex Couples In June, the U.S. Supreme Court ruling in United States v. Windsor invalidated the federal Defense of Marriage Act (DOMA).  The Windsor ruling has led to a number of recent federal rule changes from the IRS, Social Security Administration …

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