How Financial Planning Has Changed for Same-Sex Couples
How Financial Planning Has Changed for Same-Sex Couples Retirement & estate planning strategies are being greatly altered. When the Supreme Court affirmed the legality of same-sex marriage in June, its ruling profoundly altered the financial planning landscape for gay and lesbian couples – resulting in some “night and day” differences. Yet in looking at the financial “before and after,” same-sex spouses and their advisors must also consider the “when and where” – because the Supreme Court ruling only applies to [...]