Jason McDonald, Accredited Domestic Partnership Advisor and Vice President Investment Officer, Wells Fargo Advisors, addresses the unique financial challenges faced by same-gender partners. This is the second article in a continuing series.
In last month’s column, we explained why investment planning for same-sex couples is often more complicated than it is for heterosexual couples. The complexities and unique circumstances may seem daunting, but they don’t have to be insurmountable. This checklist is a great way to get started.
Select Advisers Familiar With the Issues
