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Financial Planning for LGBT Couples After U.S. v. Windsor and Obergefell v. Hodges - Updated June 2015 Edition

What financial planning concerns do same-sex couples have post Windsor and Obergefell? Watch this video to find out more.

In June 2013, the U.S. Supreme Court overturned Section 3 of the 1996 Defense of Marriage Act, which had effectively banned federal benefits for same-sex married couples. In a subsequent case, the Supreme Court ruled in June 2015 that every state must permit same-sex marriages. As a result of these new rulings, employee benefits and financial planning strategies once available only to opposite-sex married couples are now available to same-sex married couples. This paper (PDF) highlights several of the changes that have taken place, including changes to Social Security eligibility, and details how same-sex couples may wish to incorporate them into their financial planning strategies.

Download Financial Planning for LGBT Couples After U.S. v. Windsor and Obergefell v. Hodges (PDF) for more information.

Need help? Our post-Windsor and Obergefell checklist (PDF) identifies key areas same-sex couples and financial advisors should consider during financial planning discussions.