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Jill and Julie have been in a long-term, non-traditional relationship. Their domiciliary state does not allow or recognize same-sex marriage. Jill wants to make sure
Jill and Julie have been in a long-term, non-traditional relationship. Their domiciliary state does not allow or recognize same-sex marriage. Jill wants to make sure that if she dies first, Julie will be provided for. Which of the following would you be likely to recommend to fulfill Jills goal of transferring assets to Julie at Jills death? |
Name Julie as the beneficiary of Jills retirement plan. Transfer the ownership of Jills real estate investments into Tenancy by the Entirety. Advise Jill against writing a will that specifically bequeaths assets to Julie. Recommend that Jill and Julie move to a community property state.
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