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Married or Unmarried Couples
Common concerns among couples who do not have children:
If something happens to me, will my spouse or partner be able to stay in the house?
If something happens to me, will my spouse or partner be able to access the banking or retirement accounts?
If something happens to both of us, how can we provide for both of our families?
Roebuck Law, PLLC may be able to help you:
Know whether your spouse or partner will be able to stay in the house or access accounts
Decide how to provide for each of your respective
families and/or friends
Address concerns for couples that are not legally married
Coordinate efforts with your financial advisor and life insurance agent
Coordinate efforts to establish a donor advised fund with a charitable community foundation
Other concerns you may have:
How can we provide for our pets if something happens to both of us?
How can we provide for charities that are important to us?
Roebuck Law, PLLC may be able to help you:
Choose who would take care of your pets and manage money for their care
Understand how to maximize tax benefits for your charitable interests
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