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Unmarried Couples and Estate Planning – Elder Law Attorney in Woodstock, GA

Estate planning is important for everyone, but it is even more important for people in long-term relationships who choose not to get married or who are prevented by law from doing so.

If a married person neglects to plan for his or her estate, the law oftentimes will operate in a way that protects the spouse. When the married person passes away, by law a large portion of the estate, if not all of it, will automatically be given to the surviving spouse. It is assumed that the deceased would have wanted his or her spouse to have the proceeds of the estate. However, the same legal assumption is not made for unmarried couples, even if they have lived together for decades. This makes it even more important for unmarried couples to plan for their estates than it is for married couples.

Investopedia published an article, titled Estate Planning Must-Haves For Unmarried Couples,” that details some of the documents unmarried couples should have to protect their partners. It includes property titling, life insurance, retirement plans, wills and healthcare advance directives. While the full list may not be necessary for all couples, that determination actually hinges on what a given couple actually needs, and that depends on what the couple has and what their estate planning goals are. In some cases, couples may not want life insurance, for example, or they may wish to focus on getting a trust instead of leaving property division in a will.

The important point is this: if a member of an unmarried couple wants his or her partner to have a portion of the estate, then estate planning must be done. The law will not protect the surviving partner in the same way that it would protect a surviving spouse. However, individuals can do so with good estate plans and the counsel of an experienced elder law or estate planning attorney.

Reference: Investopedia (undated) Estate Planning Must-Haves For Unmarried Couples

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“On the threshold of retirement, we finally decided to quit thinking we could self-prepare the requisite documents. We had previously had only a very simple will. We needed the necessary legal (including updated will) & health care docs but didn’t want to deal with the time & complication of legalese. Cindy made the process relatively painless. She took the time to explain and answer questions without trying to upsell services. We were done in 2 meetings plus the reading of emailed drafts. In addition to preparing the documents, Nelson Eldercare will be there when our adult children need advice on executing the plans we’ve put in place.So glad it’s behind us and would recommend Cindy and her helpful staff.”

- Bonnie

Cindy and her company treat their clients like family. Nelson’s offers clear, direct, and honest guidance in planning for your families security and future. No one wants to actively sit down and make these decisions, but Nelson’s makes this process seamless. I was so impressed with their willingness to answer all questions big or small. So glad I made the decision have them help my mom and dad and now me. You can’t go wrong with Nelson’s Elder Care Law.

- Hope

The very best elder law attorney and staff anyone could ever ask for! I have referred a number of clients to Cindy and she never disappoints. She is kind, caring, and extremely thorough in making sure everything is completed as it should be. I highly recommend Cindy for anyone needing lawyer services; she truly goes above and beyond for every client she helps and has had a huge impact in so many peoples’ lives. Thank you, Cindy and staff, for everything that you do- I’m so glad to know you!

- Kerri

I heard Cindy’s presentation at a Senior Luncheon at my church, and was very impressed. She helped my daughter and me understand many aspects of elder law. Josh has also been very helpful in my planning to enter an independent living situation . I have told many friends about them.

- Charlotte

Cindy and the Nelson Elder Care Law team are trustworthy and helpful. They are the experts in elder care law. At Leaf Cremation, we entrust our families to the care of the Nelson team when their services are needed.

- Pierce