Modera Wealth Management
Modera Wealth Management



LGBTQ Financial Planning: Looks Simple from Afar

As a LGBTQ financial advisor, my clients tell me they often hear some baffling questions. Maybe someday I won’t be surprised by the lack of awareness regarding the complexity around life as someone who identifies as lesbian, gay, bisexual, transgender, queer or questioning. But today, I continue to be astonished. This is why I focus my time on LGBTQ financial planning.

2021-06-25T15:32:42+00:00Good to Know, LGBTQ+|

Trust and Estate Planning Strategies for LGBTQ Couples

Marriage equality helped to level the playing field for same-sex marriages. Even with this huge leap forward, there remains many legal inconsistencies from state to state for those who are lesbian, gay, bisexual, transgender, or queer (LGBTQ). Call us to see how we can help you migrate your states laws as it relates to your personal planning

2022-03-22T19:44:46+00:00Good to Know, LGBTQ+|

Unique Planning Factors in the LGBTQ Community

Though the Defense of Marriage Act, which did not recognize same-sex marriages, was struck down five years ago, many challenges remain for those in the lesbian, gay, bisexual, transgender, and questioning (LGBTQ) community. These challenges create unique factors that must be considered when financial planning.

2022-03-22T19:41:15+00:00Good to Know, LGBTQ+|
Go to Top