Planning ahead for your golden years.
The IRS ruled last year that all same-sex marriages will be fully recognized for Federal tax purposes. Great news for most newly married same-sex couples. Unfortunately, not all Federal agencies have fallen in-line with the same interpretation of the recent DOMA decisions.
It's the perfect time to revisit our financial and estate plans to assure all I’s have been dotted and all T’s have been crossed. Especially with the tremendous amount of change this past year has brought about for all LGBT couples.
In the aftermath of the DOMA decisions this past summer, LGBT couples across the country have been left bombarded with information about what this all really means. In this episode, we’ll focus on income taxes and how these recent decisions will truly impact a married LGBT couple.
In this episode, we’ll be addressing some of the employee benefit changes that may come into play following the Supreme Court DOMA decision this past summer.
With the Supreme Court’s decision to overturn DOMA and Prop 8, in this episode we want to examine how this affects newlywed same sex couples in terms of their rights and financial decisions.
Prior to the Supreme Court's overturning of DOMA and Prop 8, LGBT couples’ unions were not considered equal to “marriage” in the eyes of the federal government. But now some same sex couples can enjoy the benefits as heterosexual married couples.