3 Key Tax and Estate Planning Tips for LGBTQ Couples

Nov 30, 2022 / By Debra Taylor, CPA/PFS, JD, CDFA
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With same-sex marriage legalized in 2015, LGBTQ couples can benefit from estate planning strategies that were previously inaccessible. But these recently enfranchised clients may not realize all the financial protections that marriage can afford them. Here is what to discuss.

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