After DOMA: What the Windsor Decision Means for Same-Sex Couples and Family Wealth Planning

The historic June 2013 Windsor decision clarified the financial and legal status of some legally married same-sex couples, while leaving others in an ambiguous status—legally married for purposes of federal law, but still considered single in many states. For those in a same-sex relationship or for families with children or grandchildren in a same-sex relationship, understanding the decision and its aftermath should ultimately help inform and refine family wealth transfer planning.