Tag: David Helverson

Wells Fargo Advisors LGBT Insight: Year-End Tax Tips and Considerations for Same-Gender Couples

David Helverson, CRPC, is a Financial Advisor who holds the Accredited Domestic Partnership AdvisorSM Designation with Wells Fargo Advisors, LLC, in Chicago. He addresses the financial challenges that same-gender partners face. Reach David at david.helverson@wfadvisors.com and https://home.wellsfargoadvisors.com/david.a.helverson1. According to the latest information from FreedomtoMarry.org, same-gender couples now have the freedom…

Wells Fargo Advisors LGBT Insight: Insurance Strategies for Married, Same-Gender Couples

David Helverson, Vice President Investment Officer, who holds the Accredited Domestic Partnership Advisor Designation, with Wells Fargo Advisors, LLC in Chicago, seeks to address the unique financial challenges faced by domestic partners. You can reach David at david.helverson@wfadvisors.com and https://home.wellsfargoadvisors.com/david.a.helverson1. Prior to the Supreme Court’s ruling in United States v….

Wells Fargo Advisors LGBT Insight: Unmarried Couples and Joint Tenancy

David Helverson, Vice President Investment Officer, who holds the Accredited Domestic Partnership Advisor Designation, with Wells Fargo Advisors, LLC in Chicago, seeks to address the unique financial challenges faced by domestic partners. This is the ninth article in a continuing series. In past articles, we’ve discussed the importance of Domestic…

Wells Fargo Advisors LGBT Insight: Considering Disability Insurance

David Helverson, Vice President Investment Officer, who holds the Accredited Domestic Partnership Advisor Designation, with Wells Fargo Advisors, LLC in Chicago, seeks to address the unique financial challenges faced by domestic partners. This is the eighth article in a continuing series. As a result of the recent Supreme Court decision…

Wells Fargo Advisors LGBT Insight: Social Security and Domestic Partners

David Helverson, who holds the Accredited Domestic Partnership Advisor designation and is a Vice President Investment Officer with Wells Fargo Advisors in Chicago, addresses the unique financial challenges faced by domestic partners. This is the sixth article in a continuing series. For most of us, the Social Security system provides…

Wells Fargo Advisors LGBT Insight: Domestic Partnership Agreements

David Helverson, 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 third article in a continuing series. Last month’s column offered suggestions to legally address healthcare and financial concerns and objectives. One of those suggestions…