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	Life Events & Financial Decisions Major Life Events Moving in With a Partner Cash Flow Management Taxes Insurance Property Ownership Retirement Planning With Your Partner Marriage Wedding Planning Joint Goal Setting Establishing Financial Accounts Filing Income Taxes Coordinating Employee Benefit Plans Reviewing Retirement Plans Having Children Pregnancy New Parents Guide Foster and Adopted Children Disabled Children Other Financial Issues Buying a Home Saving for a Home First Home Purchase Home Repurchases Home Maintenance Divorce Dividing Assets and Debts Cash Flow Management Retirement Benefits Insurance Tax Considerations Estate Planning Remarriage Communication Is Key Money Management Children and Stepchildren Child Support Issues Ex-Spouse Issues Planning for Retirement Calculate Retirement Savings Catch-Up Strategies Create a "Retirement Paycheck" Get Your Retirement Plan Back on Track Death and Dying Planning for Death Planning for a Funeral Death of a Relative Starting Off Right All About Credit Savings Start Saving Today Tax Deferred Savings Protect Your Assets with Insurance Income Tax Planning Health and Family Support Health Insurance Health Insurance Tips Addictions and Finances Disability Insurance Aging Parents Proactive Plans Costs of Caregiving Moving in with their Children Living in an Assisted Living Facility Helping a Parent Financially Death and Dying Planning for Death Death of a Relative Planning for a Funeral Wills and Estates Importance of Estate Planning Planning for Estate Taxes Wills Gifts and Inheritances Powers of Attorney Education and Careers Jobs and Benefits Career Transitions Relocation Unemployment Managing Job Benefits Retirement Savings When Planning a Job Change pt1 Retirement Savings When Planning a Job Change pt2 College Planning Saving for College Calculate College Savings Savings Plans Financial Aid Catch-Up Strategies Military Service Active Duty Deployment Financial Planning Planning a Major Purchase Buying a Home Saving for a Home First Home Purchase Home Repurchases Home Maintenance New Car Buying Used Car Buying Car Leasing Big Ticket Items Crisis and Emergencies Theft Natural Disasters Emergency Preparedness Identity Theft Terrorism Tackling Medical Expenses

Financial Tip

Suggest to your partner that, as a gift to each other, you both attend at least one session with a financial professional.

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Estate Planning When You’re Living Together

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Keep good records of which partner paid for large purchases. With unmarried couples, the IRS presumes that whoever dies first owned the property unless the surviving partner can prove otherwise with receipts, canceled checks, credit card statements, etc.
Draft a will and keep it current. Unlike surviving spouses in a married couple, unmarried partners will not inherit anything automatically through state intestacy laws if a partner dies without a will. Instead, surviving blood relatives will receive the deceased partner’s property, even if relationships are strained.
Consider having an attorney draft a health-care proxy for medical decisions (along with a living will) and a durable power of attorney for financial decisions if both partners wish to act on each other’s behalf in the event of incapacity.

Life Events & Financial Decisions

Financial Tip

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Estate Planning When You’re Living Together

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