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Important Steps Your Same Sex Couple Clients Should Consider

Saturday, Jul 04 2015
News Roundup
Written by  PFA News

With the recent Supreme Court ruling shooting down state bans on same sex couples, financial planners should be ready to take a variety of estate planning actions with gay clients. So reports WealthManagement.

Among other taks, planner may want to suggest that clients:

  • Consider marrying to qualify for the unlimited spousal deduction from federal estate taxes
  • Review retirement plan beneficiaries and insurance policies
  • Review if privately-owned property should be converted to community-owned property

Read the full article from WealthManagement.

 

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