Tag: Wells-fargo-lgbt-column

Wells Fargo Advisors LGBT Insight: What Same-Gender Couples Should Know About Federal Spousal Benefits

Steve Gunn, CRPC, is a Financial Advisor who holds the Accredited Domestic Partnership AdvisorSM Designation with Wells Fargo Advisors, LLC, in Seattle. He seeks to address the unique financial challenges that same-gender partners face. You can reach Steve at steve.gunn@wfadvisors.com and www.wfadvisors.com/steve.gunn It has been a year since the U.S….

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: What DOMA Ruling Could Mean For Your IRA

Kyle Young, First Vice President Investment Officer with the Accredited Domestic Partnership Advisor Designation, Wells Fargo Advisors, LLC in Short Hills, N.J., addresses the unique financial challenges faced by same-gender partners. This is the seventh article in a continuing series. Click here to watch his presentation from DiversityInc’s Innovation Fest!…

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: What is the Accredited Domestic Partnership Advisor Designation

Jason McDonald, Accredited Domestic Partnership Advisor and Vice President Investment Officer, Wells Fargo Advisors in Austin, Texas, addresses the unique financial challenges faced by domestic partners. This is the fifth article in a continuing series. When I tell someone that I hold the Accredited Domestic Partnership Advisor (ADPA) designation, I…

Wells Fargo Advisors LGBT Insight: Awaiting a Supreme Court Decision on the Defense of Marriage Act

Kyle Young, First Vice President Investment Officer with the Accredited Domestic Partnership Advisor designation, Wells Fargo Advisors, LLC in Short Hills, N.J., addresses the unique financial challenges faced by same-gender partners. This is the fourth article in a continuing series. Click here to watch his presentation from DiversityInc’s Innovation Fest!…

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…

Wells Fargo Advisors LGBT Insight: Domestic Partnership Financial Checklist

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…