Domestic Partnership Planning

Domestic Partner Planning - Merkel Damer Financial Strategies GroupDomestic Partnership Planning involves anyone in a relationship with another person who is not married. It is important to have the appropriate documentation in order to protect your partner.

We can help you identify key issues and risks relating to asset titling and ownership of property, beneficiary designations, trust services and other arrangements so you can make decisions that balance the flexibility and unique protection you need to live as a committed couple.

Through our ADPA® designation, we have been trained and certified on key issues affecting domestic partners and same-sex spouses and are dedicated to providing them with tailored investment planning strategies.