August 2019
Checklist of Planning Issues for Nontraditional Couples
Submitted by Watters Financial Services, LLC on August 22nd, 2019Checklist of Planning Issues for Nontraditional Couples
Three primary questions to keep in mind:
o What are the implications of being “legal strangers” (unrelated parties) versus being legally married partners? (e.g. no spousal social security benefits, no automatic right to inherit).
o What would happen if one of the partners died?
Student Loans are a Big Deal!
Submitted by Watters Financial Services, LLC on August 2nd, 2019Student Loans are a Big Deal!
