Question
Jackie and Julie are not married and have been in a long-term, non-traditional relationship. Jackie wants to make sure that if she dies first, Julie
Jackie and Julie are not married and have been in a long-term, non-traditional relationship. Jackie wants to make sure that if she dies first, Julie will be provided for. Which of the following would ou be likely to recommend to fulfill Jackie's goal of transferring assets to Julie at Jackie's death?
Select one:
a. Name Julie as the beneficiary of Jackie's retirement plan.
b. Transfer the ownership of Jackie's real estate investments into Tenancy by the Entirety.
c. Advise Jackie against writing a will that specifically bequeaths assets to Julie.
d. Recommend that Jackie and Julie move to a community property state.
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