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Dead DOMA Spells AUM Bonanza for LGBT Wealth Planners
Same-sex marriage creates both new challenges for non-traditional wealthy families weary of added complexity and opportunities for the advisors eager to lend a hand. The Supreme Court of the United...
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Same-Sex Marriage Ruling: A Financial Game Changer
CBS News story by Allison Linn and Dan Mangan The Supreme Court’s ruling that struck down the Defense of Marriage Act isn’t just an emotional victory for same-sex spouses. It’s a practical decision...
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Same-Sex Couples: Celebrate, Then Call a CPA
MarketWatch article by Jonnelle Marte In addition to having implications for Social Security benefits, child care rights and retirement planning, the high court’s ruling that the Defense of Marriage...
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