Families & Caregivers

  • Planning for the LGBTQ+ Family
    Partner Exclusive
    Guide

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    Planning for the LGBTQ+ Family

    Date Published: 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…