Greenspring Advisors Financial Planning Insights
Financial Planning
Taxes
Estate
July 11th 2024

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. 

To help best plan for your and your family’s future, schedule a meeting with our advisors today. 

For a comprehensive guide on tax, estate, and legacy planning, download Ben Galloway, CFP®’s complete 3-part ‘Should We Get Married?’ series.


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Guide-to-Tax-Estate-and-Legacy-Planning-for-LGBTQ-Couples

Information contained herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. It is not intended as the primary basis for financial planning or investment decisions and should not be construed as advice meeting the particular investment needs of any investor. This material has been prepared for information purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Past performance is no guarantee of future results.

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