Same-Sex Estate Planning

No matter what the size of your estate or the assets you hold, estate planning is a critical step that each person should take to protect their loved ones in case of the unexpected. For same-sex couples, estate planning and the creation of legal documentation are particularly important, especially if the couple is not married.

If the couple is not married, the remaining spouse could lose everything that would have otherwise been left to him or her due to the absence of legal documentation for how the estate is to be handled.

At Surovell Isaacs & Levy PLC, our attorneys are skilled at guiding same-sex couples through the process of estate planning, preparing for whatever may happen. We take the time to sit down with each couple and discuss their goals and objectives for how their estate and medical wishes are to be handled in case of death or emergency. We prepare customized estate plans to ensure that the couple is protected.

Same-Sex Estate Planning — Attorneys Creating LGBT Estate Plans Customized To Your Goals And Wishes

A comprehensive estate plan should cover all aspects of medical, financial and legal decision-making during difficult times. This includes:

  • Wills — The will allows the individual to clearly dictate how his or her assets are to be divided among loved ones. The individual can also state clear directions and last wishes.
  • Powers of attorney — An estate plan should establish powers of attorney, or individuals who are specifically named to handle medical and financial decisions should the person become incapacitated.
  • Health care directives — This document clearly states the individual's wishes for medical steps, including DNR orders, should he or she become incapacitated.
  • Trusts — By establishing a trust, the individual can structure his or her assets to protect the estate from tax exposure and preserve it for loved ones through the future.

Our lawyers will guide you step-by-step through the process of building an estate plan, based on your specific needs, goals and wishes, as well as family dynamics and other considerations. Throughout this process, we educate you on all that you should know and provide clear explanations of your options.

For more information about same-sex estate planning, please contact our Fairfax, Virginia, law offices at 703-648-8279.