The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. This gives LGBTQ+ couples the same right to file taxes jointly, gift family members larger amounts, and take advantage of portability. Read more below. Ready to harvest your future? Schedule a call with our team at https://lnkd.in/ggpQ47Uq. #planwhatwecan #FinancialPlanning #investing #harvestyourfuture
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The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. This gives LGBTQ+ couples the same right to file taxes jointly, gift family members larger amounts, and take advantage of portability. Read more below. Ready to harvest your future? Schedule a call with our team at https://lnkd.in/gPYnFMzb. #planwhatwecan #FinancialPlanning #investing #harvestyourfuture
Tax & Estate Strategies for Married LGBTQ+ Couples
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The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. This gives LGBTQ+ couples the same right to file taxes jointly, gift family members larger amounts, and take advantage of portability. Read more below. Ready to harvest your future? Schedule a call with our team at https://lnkd.in/gj5iaMGS. #planwhatwecan #FinancialPlanning #investing #harvestyourfuture
Tax & Estate Strategies for Married LGBTQ+ Couples
-
The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. This gives LGBTQ+ couples the same right to file taxes jointly, gift family members larger amounts, and take advantage of portability. Read more below. Ready to harvest your future? Schedule a call with our team at https://lnkd.in/euKSSc7g. #planwhatwecan #FinancialPlanning #investing #harvestyourfuture
Tax & Estate Strategies for Married LGBTQ+ Couples
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Controversial take on taxes... Taxes aren't bad, nor should you try and avoid them. But there are ways to optimize your tax strategy so you're putting yourself in the best position for you and your loved ones. This #PrideMonth, set some time to review your tax situation. Mid-year is a PERFECT time plan and update. #CFP #LGBTQ #PersonalFinance #TaxPlanning
With ongoing strides toward equity and equality for the LGBTQ+ community, it is imperative to think about your tax and estate planning, so your wishes are met and executed. Ben Galloway, CFP®, continues his series "Should We Get Married?" this week with a blog focused on tax planning for LGBTQ+ couples. https://lnkd.in/et_RfTMP. Stay tuned for the final blog in this series later this month!
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In recent years, the LGBTQ+ community has gained greater acceptance and legal recognition, yet still faces financial challenges that impact long-term security. Financial Adviser Stacey MacLeod explores these issues and how expert advice can help: https://lnkd.in/ef4zR9Kg #FinancialSecurity #WealthManagement #MoneyMatters #FinancialFreedom
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Estate planning for LGBTQ+ individual and couples requires that practitioners be aware of the unique challenges faced by their clients. Guidance is offered in an article in the January issue of the Journal. Check it out here. https://bit.ly/3IIuu6j
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Empowering women to make wise financial choices - partner to maximize return on life
Due to recent legislative changes, LGBTQ couples no longer need to plan their financial futures as two single people living together. At Fish & Associates, we’ve worked with LGBTQ couples for over 25 years, and we are dedicated to mapping out a financial plan that serves the best interests of you, your partner, and your family! https://lnkd.in/e_AGTZcM #InvestmentBasics #FishAndAssociates #financialplanning #futureplanning
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Private Client Advisor, Vice President - Investments at J.P. Morgan Wealth Management
Estate planning is a complex, but necessary process. For members of the LGBTQ+ community, there are extra precautions to take to ensure your estate is in order. Read more below. https://bit.ly/4bQgUcS
Estate planning for the LGBTQ+ community
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Estate planning for LGBTQ+ individual and couples requires that practitioners be aware of the unique challenges faced by their clients. Guidance is offered in an article in the January issue of the Journal. Check it out here. https://bit.ly/3IIuu6j
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Due to recent legislative changes, LGBTQ couples no longer need to plan their financial futures as two single people living together. At Fish & Associates, we’ve worked with LGBTQ couples for over 25 years, and we are dedicated to mapping out a financial plan that serves the best interests of you, your partner, and your family! https://lnkd.in/eqGxQKNC #InvestmentBasics #FishAndAssociates #financialplanning #futureplanning
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