An LGBTQ+ Couple’s Guide to Tax, Estate, and Legacy Planning
Tax, estate, and legacy planning for the LGBTQ+ community can be complex, regardless of whether you decide marriage is right for you. But with the right knowledge and guidance, you can navigate these challenges successfully. By staying informed, working with experienced professionals, and proactively planning for your future, you can protect your assets, safeguard your loved ones, and ensure your wishes are respected.
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Should We Get Married? An LGBTQ+ Couple’s Comprehensive Guide to Estate Planning
Twenty years ago, America’s first state-sanctioned same-sex marriage took place in Massachusetts. New research from the Rand organization suggests that the legalization of same-sex marriage has been broadly positive for gay and straight Americans alike. In fact, in states that legalized same-sex marriage, LGBTQ+ people showed higher levels of health insurance coverage, higher earnings, and greater rates of home ownership (WSJ). However, issues persist. There are still many situations, like adoption, second-parent adoption, and recognition of non-married partners, that require careful consideration and urgent attention. So, whether LGBTQ+ or not, married or not, it is imperative you prioritize your tax and estate planning so your wishes are met and executed.
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Should I Buy My First Home in the Midst of a Global Pandemic?
Unlike the Great Recession of 2008, housing prices have not come plummeting down, and many predict they won’t. While prices may not be a particular bargain, borrowing to finance the purchase is. With interest rates hovering around historic lows, the cost to borrow is relatively cheap.
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