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Blog : Estate Planning for Gay Couples

Tips for Getting the Most out of Your Pension

Estate Planning Estate Planning for Gay Couples Investment Strategy Pension Retirement Planning April 25, 2017 Author: Woody Derricks

According to usa.gov, people live an average of twenty years after retirement. If you are planning to use a pension to fund a significant portion – if not all – of your retirement, are you confident that it is going to allow you to live the lifestyle you want? No one wants to outlive their […]

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The Importance of Beneficiary Designations, Especially in Same-Sex Couples

Estate Planning Estate Planning for Gay Couples Financial Advisor for LGBT Couples Financial Planning for same-sex couples April 10, 2017 Author: Woody Derricks

The Importance of Beneficiary Designations, Especially in Same-Sex Couples  The last time you purchased a life insurance policy or set up a retirement account, do you remember who you designated as your beneficiary? As your life changes, your beneficiaries may need to change, too. They should be reviewed periodically, if not annually, to ensure that […]

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I Do, or I Don’t: The Financial Impact of Marriage for Same-Sex Couples

Estate Planning for Gay Couples Financial Planning for same-sex couples January 30, 2017 Author: Woody Derricks

While the LGBT community has been fighting for marriage equality, marriage doesn’t necessarily help when it comes to a same-sex couple’s financial situation. Married couples may end up losing tax credits or find themselves in a higher tax bracket, making them subject to the not-so-friendly marriage penalty. On the other hand, estate and retirement planning […]

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