While there isn’t necessarily a need to draft estate planning documents differently from heterosexual spouses, LGBTQ+ couples should make a pointed effort to review their existing estate planning documents, especially those drafted before 2015. You want to be sure they include language (e.g. wife/husband/spouse) consistent with current laws to help protect loved ones and to help ensure your wishes are carried out after you’re gone. We especially recommend reviewing the following:
- Confirm Your Assets Will Transition According to Your Wishes
- Make sure your Health Care Directives and HIPAA Authorizations are clear and up to date
- Take Advantage of the Unlimited Marital Exemption
- Ensure You Are Your Children’s Legal Guardians
- Tie-Up Loose Ends from Before Marriage Equality
- Review How You Hold Title to Your Real Property
- Work with Professionals for Comprehensive Estate and Financial Planning
If you have any questions about this, please feel free to reach out to us (707-681-5851 or [email protected]) or set up a complimentary consultation at your convenience by clicking on the following link: https://MyNapaLawyer.as.me/
