Overview

This resource examines key financial planning considerations for LGBTQ+ individuals and families in the evolving legal and tax landscape following Obergefell v. Hodges. It explores the benefits and potential drawbacks of marriage, along with critical estate planning issues that can affect long-term financial security.

The guide also addresses family planning considerations, including adoption and assisted reproductive technology (ART), offering practical insight to help LGBTQ+ individuals and families make informed decisions and protect their financial well-being.