» Planning for Same-Sex Couples

Same-Sex Spouses and Retirement Plans

Another important change affecting same-sex spouses as a result of the recent Supreme Court ruling in Obergefell involves the distribution of retirement plan funds following the death of the account owner. Now that the federal government has legalize…

Same-Sex Spouses and the Marital Deduction

One of the key tax benefits available to married couples in the United States is the marital deduction. Thanks to the recent U.S. Supreme Court decision that legalized same-sex marriage, this deduction is now available to same-sex couples all across…

Understanding Gift Tax Changes for Same-Sex Couples

The Supreme Court’s recent ruling in Obergefell v Hodges provided same-sex couples with a number of new rights and tax benefits that they didn’t have under previous laws. One of the most notable changes affected gift tax exclusion laws. A…

U.S. Supreme Court Ruling Changes Estate Planning for Same Sex Couples

The recent U.S. Supreme Court decision in Obergefell v Hodges legalizing same sex marriage throughout the country will have profound ramifications for financial planning. It will, among many things, introduce several changes to estate planning laws t…

Estate Planning for Same-Sex Couples in Dayton

All across the nation, states and communities are struggling with their views on same-sex marriage.  While many aspects of the issue are being debated, voted on, appealed, and so much more, that doesn’t change the fact that same-sex couples in Day…

Asset Protection & Estate Planning for Same-Sex Couples

Asset protection strategies and estate planning are essential for same-sex couples who want to leave an inheritance for each other or give their partner decision-making power over their healthcare. Ohio laws do not give rights to domestic partners…

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