The Domestic Partner Planning Guide - Home
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Don't Let The Government, The Courts, or Expensive Attorneys Leave You
and Your Partner Helpless. Not When You Can Do Something About It.
I'll Show You How To Protect Your Partner and Your Future Together
From an Uncaring Government, Interfering Family Members, and
UNINFORMED LAWYERS. And I'll do it in a way that can help you save
hundreds of dollars by being organized and informed BEFORE meeting
with an attorney!
YOU AND YOUR PARTNER CAN _EMPOWER YOURSELVES_ though having the right
kind of domestic partner planning in place. In writing _The Domestic
Partner Planning Guide_, I pulled together everything I learned in
more than 16 years of working with my committed domestic partner
clients, dozens of security-minded financial advisers, and top trust
planning experts. What I learned may shock and please you at the same
time prejudicial marriage laws are largely irrelevant to obtaining
most of the rights partners want.
By using the _RIGHT_ _LEGAL PRINCIPLES_ IN THE _RIGHT WAY_--domestic
partnership property agreements, trusts, and powers of attorney--most
of the rights married couples take for granted are there for the
taking. Just as important, when attorneys are charging hundreds of
dollars an hour for their time, being organized and understanding the
principles of domestic partner planning can cut down on the time the
right attorney needs to put together an effective plan for you.
_ BUT WHAT ABOUT THE HORROR STORIES YOU READ ABOUT ALL OF THE TIME?_
* _A MAN IS DENIED THE RIGHT to even visit his partner in the
hospital, let alone make medical decisions for him, all because they
did not have the right healthcare documents in place._
* _A WOMAN IS THROWN OUT OF HER RESIDENCE of ten years and left
without financial support because the court appointed "a family
member" to handle her partner's finances when she was in an accident
and comatose._
* _A MAN WHO WAS WITH HIS PARTNER FOR DECADES spends years in probate
court rebuffing a frivolous estate lawsuit after his partner died and
the opportunistic family members descended like vultures on the
estate, demanding hundreds of thousands of dollars to "make the
lawsuit go away."_
EVERY DAY, domestic partners who were committed to each other for
years find themselves powerless when their partner becomes ill, or
worse, dies. All of the promises made, all of the commitments spoken
are swept aside because the right legal documents were not put into
place. But when they are, it doesn't matter how a bigoted state
senator votes, how loud a disapproving parent yells, or how much a
sibling thinks they are entitled to an inheritance. YOUR wishes become
fact.
We all hear the stories, and we all know that domestic partners have
to take legal steps to make sure that these nightmares never happen.
As difficult as the subject is to even address, things are made more
difficult by all of the misinformation out there. It's hard to know
who to trust.
_THAT'S WHY THE DOMESTIC PARTNER PLANNING GUIDE INCLUDES A SIMPLE FIVE
PART TEST TO SEE IF LAWYERS AND OTHER PROFESSIONALS KNOW THEIR STUFF._
This way you can really know whether or not they understand cutting
edge legal tools to provide you and your partner the best protection
available or if they are using the same outdated documents that make
your partnership more vulnerable than it needs to be. And, worst of
all, these documents are rampant in the legal community even among
lawyers who claim to be experts in domestic partner planning.
. _The Domestic Partner Planning Guide_
and accompanying
BONUS AUDIO INTERVIEWS
OF MORE THAN TWELVE HOURS FOR ONLY $199.
_Immediate access to direct download the files in PDF padding:0
15px'>
_\\"IF YOU THINK YOU CAN WRITE YOUR OWN WILL, OR DOWNLOAD ONE FROM THE
INTERNET, THINK AGAIN! JEFF WILL ENLIGHTEN YOU!\\" _
_BROWNE H. overflow: hidden; width: 100%;">
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_SEVERAL YEARS AGO, I HAD THE HORRIBLE DUTY TO INFORM A WOMAN_ just
how badly her attorney messed up by using a Last Will and Testament
for her and her partner. Unfortunately, Alice and her partner Joyce
(not their real names) had gone to an attorney who claimed to be an
expert in domestic partner planning, told her that Joyce's brother was
likely to contest any plan that they made, and yet still used Wills
instead of the right kind of trust for their estate plan. Now that
Joyce passed on, the "expert" attorney in domestic partner planning
was standing by ready to fight Joyce's brother in probate court for
hundreds of dollars an hour. _WHEN I TOLD JOYCE THAT PROBATE COURT
COULD HAVE BEEN COMPLETELY AVOIDED BY USING A REVOCABLE LIVING TRUST
FOR DOMESTIC PARTNERS, SHE WEPT. _
At this point, though, there was nothing to be done except fight in
court and probably lose more than $10,000 in legal fees.
FORTUNATELY, NOT ALL CASES HAVE MISTAKES THIS COSTLY. I recently met
with Charlene and Betty (also not their real names) who had met with
an estate planning attorney a few years ago who was supposedly one of
the "top domestic partner estate planning attorneys in the state." And
she did use a revocable living trust for them. Unfortunately, the
trust she used was riddled with holes big enough to drive a truck
through and in the end didn't even give the right inheritances to the
right people. It did cost them a few thousand dollars for the
incorrect plan, but by providing them the right legal information on
domestic partner planning now we were able to put together _the
correct plan_ for them before it was too late. In my first meeting
with them, I stayed positive and encouraged them to move forward in
the right direction.
In private after that meeting, I SHOOK MY HEAD REALIZING THAT THEY
COULD HAVE SAVED A FEW THOUSAND DOLLARS IF THEY HAD THE INFORMATION IN
_THE DOMESTIC PARTNER PLANNING GUIDE_ BEFORE THEY MET WITH THE FIRST
ATTORNEY.
_\\"CREATIVE, STRATEGIC, COMMUNITY-MINDED AND FOCUSED COMES TO MIND
WHEN I SPEAK OF JEFFREY MARSOCCI. AS I HAVE WORKED WITH JEFFREY OVER
THE LAST FEW YEARS, I HAVE SEEN HIM DEMONSTRATE THESE TALENTS
REPEATEDLY. I HAVE FOUND HIM TO BE AN EXCELLENT LAWYER, BUSINESS OWNER
THAT IS VERY COMMITTED TO MAKING A DIFFERENCE IN YOU AND ADULTS ACROSS
MANY COMMUNITIES. HIS TASK ORIENTED, RESULTS FOCUSED APPROACH MAKES
HIM A VALUABLE CONTRIBUTOR TO ANY ENDEAVOR.\\" BILL D. __(CLIENT)_
_The Domestic Partner Planning Guide_
and accompanying
BONUS AUDIO INTERVIEWS
OF MORE THAN TWELVE HOURS FOR ONLY $199.
_Immediate access to direct download the files in PDF overflow:
hidden; width: 100%;">
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WHILE THIS OTHER ATTORNEY MESSED UP CHARLENE AND BETTY'S TRUST, some
of the most harmful techniques out there are what I call the "folk
remedies" of domestic partner life and estate planning. By trying to
do it yourself without the right information, partners will often fall
into an even deeper hole, BUT THEY WON'T EVEN REALIZE IT UNTIL IT IS
TOO LATE TO DO ANYTHING ABOUT IT.
IN _THE DOMESTIC PARTNER PLANNING GUIDE_, I PROVIDE THE DETAILS ON
WHAT THOSE
FOLK REMEDIES ARE AND WHY THEY ARE SO HARMFUL. FOR EXAMPLE:
* _A partner couple hears from their friend who works at a bank that
all they need to do is "put each other's names" on all of their
accounts and the deed to their house. Months later in meeting with
their accountant they discover they tens of thousands of dollars to
pay in state gift taxes._
* _A secretary in a law firm tells her partner couple friends about
this great thing called a limited liability company that can bring all
of their assets together and provide protection. A few years later, a
partner passes on and the state wants their back taxes on "corporate
profits," the IRS wants to impose penalties on failing to file
corporate tax returns, and half the partner's "shares" in the limited
liability company are tied up in probate court._
* _Taking the advice of their inexperienced financial adviser, a
domestic partner couple uses beneficiary designations to bypass
probate and they use a Last Will and Testament to provide age limits
on their children's inheritances. They both die in a car accident, and
suddenly their young children are inheriting huge sums of money at age
18 regardless of what their Wills say._
While things like "joint property with a right of survivorship" and
Wills seem like easy and inexpensive steps, THERE ARE POTENTIALLY
COSTLY TAX AND OTHER PROBLEMS ASSOCIATED WITH THESE QUICK FIXES that
can be prevented by setting up a good domestic partner plan. That is
why part of The Domestic Partner Planning Guide and a specific
appendix deals with the five biggest pitfalls of incorrect domestic
partner planning. And, unfortunately, these pitfalls are thought of by
a broad portion of the population as "they way to go" when it comes to
domestic partner planning.
_The Domestic Partner Planning Guide _
and accompanying
BONUS AUDIO INTERVIEWS
OF MORE THAN TWELVE HOURS FOR ONLY $199.
_Immediate access to direct download the files in PDF padding:0
15px'>
RECIPIENT OF THE 2011 CITY OF RALEIGH HUMAN RELATIONS BUSINESS AWARD
-------------------------
WHILE MANY PARTNERS HAVE A GENERAL IDEA OF WHAT THEY WANT to put
into a good domestic partner plan, they may not know all that is
possible _EVEN IN STATES WITHOUT MARRIAGE EQUALITY_.
But it all starts with laying out goals and objectives. Most of the
partner couples I've met over the years have the same main goals as
the first partner couple I ever helped with their planning back in
1996:
* _They want to COMBINE THEIR ASSETS as one family unit without
incurring federal or state gift taxes;_
* _They want to EMPOWER EACH OTHER to make financial and healthcare
decisions in the event one of them falls ill without having huge hoops
to jump through;_
* _They want to make sure EACH OTHER INHERITS THEIR ASSETS upon a
death but they also want to avoid probate court and provide for other
beneficiaries if there is anything left over when their partner passes
on; and_
* _They want to PAY AS LITTLE IN ESTATE TAXES as possible._
There are many attorneys capable of helping partner clients handle
the first three goals if the italicized portions weren't included, but
THOSE DETAILS CAN BE CRITICAL FOR DOMESTIC PARTNERS.
* Any attorney can dump assets into a joint revocable living trust,
BUT IF NOT HANDLED PROPERLY then there could be massive gift tax
consequences. Any attorney can draft powers of attorney, but seamless
financial empowerment takes a bit more.
* Any attorney can draft a Will that provides partners with
reciprocal inheritances, but providing contingencies that are
effective when the second partner passes on _and avoiding probate
court at the same time_ is definitely not so easy.
* The last goal of saving money by not paying unnecessary estate
taxes is something everyone wants, BUT FEW ATTORNEYS UNDERSTAND how to
do that appropriately for domestic partners.
BUT THERE ARE ANSWERS, AND NOW YOU WILL KNOW HOW TO REACH THESE GOALS
AS WELL.
More importantly, you won't be spending hundreds or even thousands of
dollars only to find out your attorney didn't have what it takes to
help you reach your goals.
_The Domestic Partner Planning Guide_
and accompanying
BONUS AUDIO INTERVIEWS
OF MORE THAN TWELVE HOURS FOR ONLY $199.
_Immediate access to direct download the files in PDF overflow:
hidden; width: 100%;">
-------------------------
YOU AND YOUR PARTNER HAVE NOTHING TO LOSE AND EVERYTHING TO GAIN.
Don't remain at the mercy of the government laws, political
machinations and uninformed lawyers when you and your partner can
empower yourselves.
While many partners have a general idea of what they want to put into
a good domestic partner plan, they may not know all that is possible
_even in states without marriage equality_. But it all starts with
laying out goals and objectives. Most of the partner couples I've met
over the years have the same main goals as the first partner couple I
ever helped with their planning back in 1996:
* _They want to COMBINE THEIR ASSETS as one family unit without
incurring federal or state gift taxes;_
* _They want to EMPOWER EACH OTHER to make financial and healthcare
decisions in the event one of them falls ill without having huge hoops
to jump through;_
* _They want to make sure EACH OTHER INHERITS THEIR ASSETS upon a
death but they also want to avoid probate court and provide for other
beneficiaries if there is anything left over when their partner passes
on; and_
* _They want to PAY AS LITTLE IN ESTATE TAXES as possible._
There are many attorneys capable of helping partner clients handle the
first three goals if the italicized portions weren't included, but
those details can be critical for domestic partners.
* Any attorney can dump assets into a joint revocable living trust,
BUT IF NOT HANDLED PROPERLY then there could be massive gift tax
consequences. Any attorney can draft powers of attorney, but seamless
financial empowerment takes a bit more.
* Any attorney can draft a Will that provides partners with
reciprocal inheritances, but providing contingencies that are
effective when the second partner passes on _and avoiding probate
court at the same time_ is definitely not so easy.
* The last goal of saving money by not paying unnecessary estate
taxes is something everyone wants, BUT FEW ATTORNEYS UNDERSTAND how to
do that appropriately for domestic partners.
BUT THERE ARE ANSWERS, AND NOW YOU WILL KNOW HOW TO REACH THESE GOALS
AS WELL.
More importantly, you won't be spending hundreds or even thousands of
dollars only to find out your attorney didn't have what it takes to
help you reach your goals.
_The Domestic Partner Planning Guide_
and accompanying
BONUS AUDIO INTERVIEWS
OF MORE THAN TWELVE HOURS FOR ONLY $199.
_Immediate access to direct download the files in PDF
padding-bottom:10px;margin-left:0;margin-right:0;text-align:center">
-------------------------
PLEASE CLICK HERE FURTHER INFORMATION ABOUT JEFFREY G. MARSOCCI,
ESQ.
YOU AND YOUR PARTNER HAVE NOTHING TO LOSE AND EVERYTHING TO GAIN.
DON'T REMAIN AT THE MERCY OF THE GOVERNMENT LAWS, POLITICAL
MACHINATIONS AND UNINFORMED LAWYERS WHEN YOU AND YOUR PARTNER CAN
EMPOWER YOURSELVES. ORDER TODAY.
COPYRIGHT 2012, DOMESTIC PARTNER PUBLISHING, ALL RIGHTS RESERVED. AS A
MERCHANT IN THE CLICKBANK SYSTEM, WE GLADLY COMPLY WITH THEIR RETURN
AND REFUND POLICIES. The Domestic Partner Planning Guide
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