Domestic Partner Planning

We realize that financial planning for domestic partners requires specialized knowledge and experience. Since domestic partners may not have the same legal rights as married couples, they often require individualized planning to address complex investment, tax and estate planning issues.

Our advisors take the time to get to know you and understand what's most important in your life. Then, based on your personal and financial goals and priorities, we'll develop a customized financial plan that puts you on track to work towards achieving your objectives.

Challenges we'll help you address:

• Property ownership
  
• Estate Planning
  
• Taxation and domestic partner benefits
  
• Non spousal retirement benefits
  
• Working with other professionals, accountants and attorneys
  
• Identifying domestic partner friendly products and services
  

This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.