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Lesbian, Gay, Bisexual, Transgender, Queer (LGBTQ+)

Home|Who We Help|Lesbian, Gay, Bisexual, Transgender, Queer (LGBTQ+)
Lesbian, Gay, Bisexual, Transgender, Queer (LGBTQ+)2021-01-06T04:12:02+00:00

There are unique planning needs for those who identify as LGBTQ+.

  • I want to be prepared for potential long term care expenses.

  • My partner and I aren’t sure where to start in navigating our options for having a child.

  • My health insurance won’t fully cover my child’s transition-related care and I am concerned about how to plan for these expenses.

  • I don’t want to get married, but I want to make sure my partner and I have adequate legal protections to care for each other if one of us gets sick or passes away.

Modera can help you to:

  • Develop a plan to protect your legacy and ensure that your assets are left according to your wishes.

  • Maximize the way you use assets and income to fund your financial goals.

  • Understand the various types of trusts and how they may fit into your plan.

  • Manage your tax bracket, regardless of your filing status.

  • Be prepared for all the what-if scenarios and possibility of future uncertainty.

Educational Articles:

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.

Good to Know, LGBTQ+|
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