Category: LGBTQIA+

Family planning for LGBTQ+ couples can come with a unique set of challenges and considerations. While the emotional and logistical aspects of starting or expanding a family are at the forefront, financial planning is equally important. From navigating the costs of medical processes to understanding legal implications and securing parental rights, financial preparedness plays a [...]

When it comes to estate planning, LGBTQ+ individuals may need additional considerations to ensure that their wishes are fully honored and protected. Given the variation in state laws and recognition, same-sex couples must continue to be conscientious and thoughtful when it comes to their estate planning efforts, and are highly encouraged to seek a competent [...]

On December 13, 2022, the Biden Administration passed the Respect for Marriage Act. Thinking about our clients who are impacted, we wanted to offer perspective on what this means today and for the future. To provide context, let’s look at the relevant legal history of the subject over the past few decades: The Defense of [...]

Pride Month has become a widespread movement to vocalize support and raise awareness around LGBTQ+ issues. It’s a time to come together and celebrate the contributions of the LGBTQ+ community, commemorate the historical impact, and acknowledge the continued struggle for visibility and equal legal rights across the country. However, it’s important to recognize that celebrating Pride [...]

It’s June again, and along with the welcoming of the long summer months, we also can celebrate PRIDE! In the spirit of Pride month, we wanted to take some time to discuss nuances in financial planning for LGBTQIA+ couples. As with many things in our world, much of the investment advice and information out there [...]