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Celebrate Your Commitment With a Well-Crafted Estate Plan

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© The Stelter Company The information in this publication is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. National University Development Office 11255 North Torrey Pines Road La Jolla, CA 92037 (858) 642-8807 Your Next Step Consult an estate planning attorney to protect and provide for your partner today and after your lifetime. People generally give their agents broad powers and allow them to handle all their financial matters. You can give your agent as much or as little control over your finances as you want. Here are a few common situations that you may want your agent to handle: • Use your assets to pay your and your family's everyday expenses • File your tax return and pay any taxes you might owe • Collect Social Security or other government benefits • Handle transactions with your financial institutions 4] A final arrangements document. This document clearly states your wishes regarding your final arrangements, including the type of ceremony or service you want and if you wish to be buried or cremated. While not legally binding, these instructions can provide relief and direction for your spouse during a difficult time and can prove helpful if you anticipate other people in your life having strong opinions about how to lay you to rest. A Testament of Love When you create an estate plan, you indicate to everyone involved that your spouse should be treated as any other spouse—especially when it comes to knowing about and honoring your wishes. While this may be important for same-sex couples whose families do not support their partnerships, all couples benefit from the security and peace of mind that come with documenting your future wishes.

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