» Planning for Same-Sex Couples

Same-Sex Spouses and Retirement Plans

September 1st, 2015
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… Read More

Same-Sex Spouses and the Marital Deduction

August 19th, 2015
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… Read More

Understanding Gift Tax Changes for Same-Sex Couples

August 5th, 2015
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… Read More

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

July 20th, 2015
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… Read More

Estate Planning for Same-Sex Couples in Dayton

June 12th, 2013
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 Dayto… Read More
Tags: Same Sex Couples

Asset Protection & Estate Planning for Same-Sex Couples

December 28th, 2011
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 wh… Read More