Specialized Solutions for Domestic Partners

Domestic partners face unique challenges in creating and implementing a comprehensive long-term plan to address their financial objectives. Although domestic partners may not have the same automatic legal rights and benefits as married couples, with careful planning you and your partner can achieve the lifestyle you envision.

When it comes to effective wealth management, Merrill Lynch understands the particular needs of domestic partners. Merrill Lynch Financial Advisors have the expertise to address the complex investment, wealth transfer and estate planning issues involved in creating an overall financial strategy that works for you and your partner. More importantly, your Financial Advisor will take the time to get to know you, understand your short- and long-term goals and work with you to build a strategy that considers all of your financial concerns and objectives.

 

Specialized Solutions for Domestic Partners

Your Needs

Tools and Resources

Reports by UCLA's Williams Institute

This case study is intended to illustrate brokerage products and services available through Merrill Lynch. It does not necessarily represent the experiences of other clients, nor does it indicate future performance. Investment results may vary. The investment strategies presented are not appropriate for every investor. They do not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Individual clients should review with their Merrill Lynch Financial Advisor the terms and conditions and risks involved with specific products and services.