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With our experience in working with LGBT couples in Maryland, Washington, DC and Virginia, we will recommend an appropriate combination of:
- Last Will and Testament
- Domestic Partnership Agreement
- Pre- or Post-nuptial Agreement
- Durable (Financial) Power of Attorney
- Power of Attorney over Health Care Decisions
- Living Will or Advance Medical Directive
- Revocable (Living) Trust
Most financial accounts and life insurance policies require you to designate beneficiaries. Because these designations take priority over your will, it is important to review and update these documents too:
- Life insurance policies and beneficiaries
- Beneficiary designations for IRA, 401(k) and other retirement accounts
- Bank and investment accounts that contain joint funds
- Deeds to real estate