LGBT Planning

The LGBT specialists in our firm are trained in and attuned to the needs of LGBT financial planning. They collaborate closely with a network of attorneys and other professional advisors in this field to provide suitable recommendations and solutions to our LGBT clients.

We recognize that everyone's situation is unique and for our gay, lesbian, bisexual and transgendered clients, the road to financial security may require some extra steps. In our experience, LGBT clients need to pay particular attention to the following areas:

  • State and federal laws with regards to marriage equality and domestic partnerships.
  • State and federal tax laws that do not apply correspondingly to lesbian and gay couples
  • The purchase and appropriate naming of beneficiaries of insurance policies– whether they are legally married or not.
  • Carefully drafted legal documents around children and estates that can help provide structure in the unfortunate event of a disability, death, or dissolution of a relationship.

Thoughtful financial and estate planning is particularly important for you and your gay, lesbian, bisexual and transgendered (LGBT) families, since laws continue to change and be challenged. With proper planning and ongoing education you can take control of your financial future and prevent unwanted outcomes.

Contact us today to request a complimentary consultation with an LGBT financial planning specialist.