Estate Planning for Unmarried Couples

Original Air Date: June 24, 2023

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Melanie Wells, CFP®, and Associate Giuliana Barbagelata, CFP®, to discuss some of the important considerations unmarried couples need to consider when estate planning. The process starts with financial planning, including how assets are titled, beneficiary designations, and determining if assets should be placed in a trust. 

Read the Article: https://www.henssler.com/key-estate-planning-considerations-for-unmarried-couples