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Financial Planning for LGBT Couples After U.S. v. Windsor and Obergefell v. Hodges (PDF)
PrudentialLink to more items from this source
June 28, 2015

12 pages; includes checklist. "As a result of these new rulings, employee benefits and financial planning strategies once available only to opposite-sex married couples are now available to same-sex married couples. This paper highlights several of the changes that have taken place, including changes to Social Security eligibility, and details how same-sex couples may wish to incorporate them into their financial planning."

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