It's A Whole New World: Estate Planning for Same-Sex Couples After the Demise of DOMA

Overview

On June 26, 2013, the Supreme Court of the United States issued two groundbreaking opinions regarding same-sex marriage. The rulings will substantially impact financial and estate planning for same-sex couples living in jurisdictions that recognize same-sex marriage. Now is a critical time for same-sex couples, regardless of their legal status, to review their estate plans to ensure that they are optimally structured.

Advisor Thinking