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Financial Planning for LGBT Couples After U.S. v. Windsor and Obergefell v. Hodges

Jun 26, 2015

Key Takeaways

  • The Windsor and Obergefell rulings provide LGBT couples with financial planning opportunities.
  • Spouses can be incorporated into workplace benefits such as medical insurance and retirement plans.
  • Combining assets may lead to tax and other implications – couples should seek financial guidance.

 

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 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.

Read More

What should same-sex couples focus on when it comes to financial planning? Download Financial Planning for LGBT Couples After U.S. v. Windsor and Obergefell v. Hodges   for more insights.

 

The Prudential Insurance Company of America, Newark, NJ

 

1020312-00001-00

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