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In honor of Pride month, please find the article I wrote last year for Forbes on "Financial Planning

June 03, 2024
In honor of Pride month, please find the article I wrote last year for Forbes on "Financial Planning Checklist For LGBTQ Families."
Enjoy!
"Financial planning for the LGBTQ community has become less complicated with marriage equality. However, there are still areas that need special attention and are often overlooked. Taking a proactive approach will help ensure that LGBTQ couples’ finances are handled in a way that supports their lifestyle, family, and values.
Below are some important considerations to discuss with your financial and tax advisors to ensure that your family has the proper planning in place."