Toni L. Taft, CFP, AAMS Senior Vice President Investment Officer with the Accredited Domestic Partnership AdvisorSM 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, British Columbia. 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.
Much has changed for LGBT partners since the DOMA ruling last June. Long-awaited federal benefits are now available for legally married same-gender couples that were previously only available to those within a traditionally defined marriage (between one man and one woman). This month’s column focuses on five key planning topics that LGBT couples may consider regarding their retirement planning, as a result of last year’s DOMA ruling.
Do You Qualify
