Toni L. Taft, CFP, AAMS – Senior Vice President – Investment Officer with the Accredited Domestic Partnership AdvisorTM Designation, Wells Fargo Advisors, LLC in Bellingham, Wash., seeks to address the unique financial challenges faced by same-gender partners. Toni has been legally married to her wife, Janice, since June 2004. They were married in Victoria, B.C., Canada. Their marriage is now recognized by the State of Washington. You can reach Toni at toni.taft@wfadvisors.com and www.wfadvisors.com/toni.taft.
More than a year ago, the U.S. Supreme Court in United States v. Windsor overturned a provision in the Defense of Marriage Act (DOMA) that greatly affected the lives of the LGBT community. Who knew at that time how impactful this change would be on both state boundaries and immigration issues While the federal government makes the decisions about immigration, the rights afforded to the LGBT community when crossing state lines are dictated by state laws. These topics need to be considered separately as there are many issues to be considered for LGBT couples and their families.
State vs. Federal BoundariesQualifications
