Financial guidance for LGBTQ+ clients

At The Millstone Evans Group, we are proud to say we have a long and active history of commitment to lesbian, gay, bisexual and transgender couples and individuals. We’ll work closely with you to shape a strategy that addresses the unique factors facing the LGBTQ+ community.

Helping the LGBTQ+ community is particularly important, especially given the specific community concerns around aging, equality and partnership, and often complicated financial planning needs.

Before the legalization of same-sex marriage by the U.S. Supreme Court, partners had to create workaround plans to accommodate their situation. Now, same sex couples have more options. We can collaborate with your attorney to ensure that your legal documents are in place and up to date. These include a will or living trust, durable powers of attorney for healthcare and finances, and parental rights agreements.

Financial planning is an important part of preparing for your future, whether you are single or part of a couple. We’ll help you organize your financial life, identify goals and make plans to help achieve those goals.

Please note, changes in tax laws may occur at any time and could have a substantial impact upon each person’s situation. While we are familiar with the tax provisions of the issues presented herein, as financial advisors, we are not qualified to render advice on tax or legal matters.

Did you know the number of environmental, social and governance funds has more than tripled over the last four years?1 These include funds that promote LGBTQ equality.2
Sources: 1 Bloomberg; 2 WealthManagement.com

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