Media Contact:
Sandra Borland
sandra@nolotech.com
(800) 464-5502
The Couples Contract--A New Tool for Financial Advisors
SANTA CRUZ, CA—Ed Sherman, family law attorney and founder of Nolo Press, has released his latest books, The Couples Contract for a Lasting Relationship (for couples in any state) and Legal Essentials for California Couples (for couples in California). By introducing his innovative new Couples Contract in these groundbreaking books, Sherman has created a new tool for Financial Advisors and Planners that can provide an important and needed value add-on to a financial planning practice.
A new instrument to expand a financial planning practice
The Couples Contract introduces a new kind of relationship agreement with positive and constructive features no couple should be without. The basic Couples Contract gives every couple vital advantages, including the promise to never take their relationship to court, opting instead for mediation and arbitration if they cannot otherwise settle differences. This alone makes the Couples Contract worth doing. Sherman's books also explain the differences in how the law regards assets, debts and other financial issues for couples depending on whether they are married or unmarried. It is surprising how few couples are aware of these rules, but armed with this knowledge they can now tailor their financial relationships to suit their needs, as explained clearly in the books. Financial Planners can get good-will by recommending the Couples Contract and provide a valuable service by advising clients when tailoring their financial relationships would be useful.
Why all couples should have one
Not only does Sherman’s Couples Contract turn a marriage contract into a positive and loving thing, but it also expands the concept to cover all kinds of couples relationships, including domestic partnerships and unmarried couples living together. All can benefit by creating a legal agreement that will help maintain and preserve their relationship and specify how they want major areas and events in their lives to be handled, instead of always defaulting to state law. This is especially relevant for couples in states that recognize domestic partnerships or same-sex marriage.
Here's what one financial advisor has to say about The Couples Contract for a Lasting Relationship:
"I am giving this book to every client in a committed relationship. A Couples Contract is the foundation for a lasting, loving arrangement and assures that future disagreements are minimized."
—Bert Whitehead, MBA, JD, financial advisor, author of Facing Financial
Dysfunction: Why Smart People Do Stupid Things with Money
and regarding Legal Essentials for California Couples,
“Extraordinaire! Every financial professional should have a copy of this book because it allows him or her to better understand legal aspects of relationship for California couples. The financial professional can enhance their value added services because clients can be directed to this resource and be encouraged to complete the relationship agreement. Relationship issues can be addressed using the guidelines presented in this book to prevent unresolved issues, which can result not only in relationship crises but also financial crises. The financial and legal understandings presented is a must read. This book is easy to read and is very down to earth. I highly recommend this book”
—Mary Dee Dickerson, Ph.D., CFP, author of Grow Your Goals
Sherman's presentations of "The Couples Contract in Financial Planning" at both the NAPFA and Pride Planners National Conventions in 2005 also received enthusiastic reviews.
Written in warm, clear language anyone can understand, each book includes a CD with clauses and files to build a Couples Contract, along with many variations couples can adopt for their specific needs and desires.
Title: The Couples Contract for a Lasting Relationship
ISBN 0-944508-58-8
Authors: Ed Sherman and Bruce Janke
208 pages, Trade Paperback + CD-ROM, 7 x 9
Price: $24.95
Or, for Californians...
Title: Legal Essentials for California Couples
ISBN 0-944508-54-5
Authors: Ed Sherman & Susan Cameron
284 pages, Trade Paperback + CD-ROM, 7 x 9
Price: $24.95
Sherman's insights and practical advice are sure to entertain and educate. Call today to schedule an interview. Media kits and review copies available on request.
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Call
800-464-5502
for an interview, or email sandra@nolotech.com for more information
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