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Partnership Planning: Document Your Relationship


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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:

​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

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