Financial, Estate And Family Planning Impact On LGBTQ+ Couples

Having lived and worked in San Francisco and New York, I’ve had the great privilege of knowing and supporting many LGBTQ+ families. Here are some of the family, estate, and financial planning considerations facing the LBGTQ+ community.

Estate Planning

An LGBTQ+ couple may or may not choose to get married. This can be very impactful when it comes to the question of estate planning. Estate planning, most simply, is the process of ensuring that your wishes be carried out tax-efficiently and swiftly in the event of death or incapacity.