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Financial planning for nontraditional couples

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FINANCIAL PLANNING FOR NONTRADITIONAL COUPLES

1. Financial planning for nontraditional couples

2. Financial challenges for nontraditional couples

3. Tax issues for nontraditional couples

4. Tax planning: Sharing your home

5. Retirement planning for nontraditional couples

6. Other retirement planning solutions

7. Estate planning for nontraditional couples

8. Estate planning: Financial assets

9. Estate planning: Sharing your home

10. Insurance considerations

11. Working with a professional

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Working with a professional

Complicated financial planning is easier with the help of an experienced professional or team of professionals. It’s extremely important to look for someone with experience helping couples in your particular situation. That goes for everyone, but especially for nontraditional couples, since the problems you’re facing and the solutions you need may be so specialized. In addition, an experienced professional can alert you to changes in state or federal law that may have an impact on your plans.

To find a financial professional with experience advising families like yours, you can ask for referrals from friends in similar circumstances or from the other professionals you work with, such as your attorney or accountant. You may also find it useful to contact local advocacy groups that work on behalf of nontraditional couples to ask for referrals.

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