Whether you are buying a home, thinking of buying a home, or simply want more information, then please listen to the professionals with answers. In this recording of a presentation of SeminarWorks for Triangle Community Works, we heard from:

• Jeffrey G. Marsocci, partner protection planning attorney and author of Estate Planning for Domestic Partners: The Legal Secrets You Need to Know to Protect Your Partner and Your Future
• Tim McBrayer, realtor for Coldwell Banker Howard Perry and Walston
• Tammi Rowe, mortgage planner with Integrity Mortgage
• Damon Yudichak, CPA—Certified Public Accountant
• Kathleen Marsocci, agent for homeowner’s insurance with Allstate Insurance

 Before you change title to your home as joint with a right of survivorship and before you sign a mortgage, you need to get the facts. For more information, please visit Triangle Community Works on the web at www.tcworks.org.

Jeffrey G. Marsocci speaks to the church-based community group CLOSER about the state of same-sex marriage, typical domestic partner goals, folk remedies that do not work, and effective alternatives to gay marriage. For more information, please order the book “The Gay Marriage Alternative” at Amazon.com.

Jeffrey G. Marsocci speaks to the church-based community group CLOSER about the state of same-sex marriage, typical domestic partner goals, folk remedies that do not work, and effective alternatives to gay marriage. For more information, please order the book “The Gay Marriage Alternative” at Amazon.com.

Jeffrey G. Marsocci speaks to the church-based community group CLOSER about the state of same-sex marriage, typical domestic partner goals, folk remedies that do not work, and effective alternatives to gay marriage. For more information, please order the book “The Gay Marriage Alternative” at Amazon.com.

Jeffrey G. Marsocci speaks to the church-based community group CLOSER about the state of same-sex marriage, typical domestic partner goals, folk remedies that do not work, and effective alternatives to gay marriage. For more information, please order the book “The Gay Marriage Alternative” at Amazon.com.

A six part series on the pitfalls of faulty domestic partner protection planning. For more information on effective planning, please download the free e-book The Gay Marriage Alternative at www.gaymarriagealternative.com.

SeminarWorks is a monthly program of Triangle Community Works, and the May program was an update regarding The LGBT Center of Raleigh.

The details are extremely important, and you can’t depend on the law to do exactly what you want. These two truths were highlighted in a recent U.S. Supreme Court case titled Kennedy versus DuPont where a huge but common life and estate planning mistake took center stage. After hearing this, run, don’t walk, to your financial advisor and insurance agent to check out your beneficiary forms. (For a complimentary e-book discussing written plans and other partner protection planning issues, please go to www.gaymarriagealternative.com).

With the release of Mr. Marsocci’s second book on partner protection planning, the question most often asked is “why are you doing this?” As part of promoting The Gay Marriage Alternative as a free e-book, Mr. Marsocci wrote a letter to several bloggers with an advance copy, and he discussed just that. (Please go to www.gaymarriagealternative.com to download the free e-book).

This is a special edition of Rainbow Legal Talk regarding a general item of interest to the community at large. Dr. Myers is a chiropractor with a practice in Raleigh, North Carolina, presenting on the weight loss system she created. The views of Dr. Myers are not necessarily the views of the narrator or Domestic Partner Publishing, LLC, and we have not been compensated for this presentation in any manner. 

As we move firmly into a period of economic bailouts and stimulus packages overlapped with our current tax season, it is important for domestic partners to understand the nuances of certain tax rules. While there is an abundance of simple “solutions” out there that may seem effective, they can do more harm than good and cause more tax grief than limited resources can bear. Having an effective partner plan can go a long way.

A special edition extra of Rainbow Legal Talk interviewing insurance professional Mark Brandt on getting the most out of life insurance, including choosing policies that can double as disability insurance and major medical insurance. Not specific to LGBT couples and individuals, but good information nonetheless.

Everyone has New Year’s resolutions. Some want to lose 20 pounds. Some want to take that class at the community college they’ve been talking about for years. Some want to finish the list of home repairs that have been hanging on the fridge for months. Whatever the resolution, this year it will get done. For domestic partners, one of the highest rated but least completed tasks is getting their legal and financial affairs in order.

In the midst of a Democratic electoral landslide, the LGBT community was delivered four crushing defeats in the form of state ballot initiatives. Specifically, the cause of gay marriage was set back by constitutional bans in Arizona, Florida and California, and the cause of families in general was set back in Arkansas by banning unmarried foster are and adoption. Despite the constitutional setbacks, all of the same private, legal solutions to achieve most marriage rights are still open to domestic partners.

While the term “funding” seems to apply more to bank bailouts and wars, it also applies to making sure all of your assets are set up to properly work with your revocable living trust. One of the prime selling points of revocable living trusts is that all assets for both partners (or any other couple) avoid the costly and time-consuming probate court process. But in order for a revocable living trust to avoid probate, all land, accounts, and other assets are either owned directly by the trust or have the “transfer upon death” or “pay upon death” designations list the trust as a beneficiary. Not all assets are handled the same way, but they must be handled properly.