Q: Are estate planning documents different for LGBTQ+ couples?

On Behalf of | Jun 2, 2021 | Estate Planning, Q&A |

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/