Marriage or Partnership
Two financial lives are joining, each with its own idea of what money is for. Agreeing on that is where a shared plan starts.
Two financial lives joining. Combining accounts and debts is the straightforward part, and reconciling what each person assumes money is for takes longer.
What changes
Combining accounts is the quick part. Three decisions take longer.
What stays separate
A prenuptial agreement sets out what each person keeps as their own, which matters most when one of you owns a business or expects an inheritance. Each partner’s own attorney drafts or reviews it.
What is joined
Titles, beneficiaries and the will are updated for two, with your attorney. Filing taxes jointly or separately changes what the household pays, and the choice is made each year.
What each assumes money is for
One partner may see wealth as security, the other as freedom or as something to pass on. Naming the difference early aims to keep it from deciding things quietly later.
What it strains, what it draws on
A marriage asks each person to give up some independence and some certainty, and it adds the people and the families each one brings.
Strains: the parts of a life this Transition tends to draw down. Draws on: the parts it can strengthen, and that help carry it. Both come from the Human Wealth ontology.
How the ontology maps TransitionsWho works on it
The work is shared across these Services, alongside each partner’s attorney. Your counsel stays; we keep the plan in one piece.
Common questions
Start with a conversation.
You do not need a balance sheet or a date. Tell us what is changing, and we will tell you plainly whether we are the right office for it.