Resources

Blog : 2015 - Partnership Wealth Management

Financial Planning Strategies Post-Windsor

Estate Planning Financial Planning Health Benefits Life Insurance Taxes December 30, 2015 Author: Woody Derricks

Financial Planning Strategies Post-Windsor With marriage now an option for same-sex couples, more favorable planning options is now available. Here’s a quick checklist for same-sex married couples in the wake of the Supreme Court’s the United States v. Windsor and Obergefell v. Hodges rulings.   Workplace Benefits: Healthcare Spousal healthcare. Check to see whether you […]

Continue reading ›