Gay lesbian financial planing

And though a recent federal appeals court ruling has provided some hope to gays and lesbians that their unions could potentially be recognized by the federal government, nothing has changed just yet. Retirement and Estate Planning Tips Retirement Planning for the LGBTQ Community. How to Build an LGBT-Friendly Investment Portfolio Read more. How to Spot It and What to Do Read more. The New York Times window. With marriage equality impacting the nation, the LGBT community now has a higher expectation of their primary provider or advisor of financial services. How to Spot It and What to Do.

Do you prefer to work with a? Advisors who work with Click Here to Tell-A-Friend about our web site! For the surviving partner, access to ready cash for living expenses can be critical.

To avoid that hardship, speak to a long-term care insurance agent in your state to learn about your options. An advisor's score is based on people's experience when meeting with the advisor - were they professional, did they understand the person's goals, etc. Because heterosexual married couples may file a claim as a couple, they are able to avoid the healthy spouse's becoming impoverished due to the other spouse's need for long-term care. Explore all that AARP has to offer. Refine by Zip Code Range:.

To give you an idea of the types of individuals I work with please read through the following client characteristics. Business Markets Investing Economy Tech. It is our pleasure to bring this valuable asset to the LGBT community and to all communities. Insurance Loans Shopping Utilities Taxes. Thirteen states recognize transfer on death for real estate, according to Dorrell, so some couples name the other partner as a beneficiary or use a real estate trust if transfer on death is not recognized in that state. Card type Credit type Card issuer.