No group in America has experienced such dramatic changes to their legal and financial landscape over the last couple of years as the LGBT community. Having said that, on both a federal and state level, the process of change is still ongoing and the factors involved in putting together an optimal financial strategy still differ from those facing traditional families.
An understanding of how things now stand with regard to issues like effective estate planning, gifting, asset titling, tax filing, social security, medical directives, green card qualification, retirement plans and adoption is critical.
At TA Planners, we welcome the opportunity to work with the LGBT community, both on a individual and collective basis. We will help individuals and couples navigate the dynamic new environment and we are keen to work with organizations and interest groups who want to provide education and empowerment to their members.