News and Events => Political and Legal News => Topic started by: LostInTime on August 27, 2007, 09:51:34 AM Return to Full Version
Title: Estate planning for gays is still tricky
Post by: LostInTime on August 27, 2007, 09:51:34 AM
Post by: LostInTime on August 27, 2007, 09:51:34 AM
Investment News (http://www.investmentnews.com/apps/pbcs.dll/article?AID=/20070827/FREE/70823015)
By Darla Mercado
August 27, 2007
The three D's — dissolution of a relationship, death and disability — are the first steps in planning for the gay, lesbian, bisexual and transgender community, according to Dana Levit, a certified financial planner and principal of Paragon Financial Advisors in Newton, Mass.
By Darla Mercado
August 27, 2007
The three D's — dissolution of a relationship, death and disability — are the first steps in planning for the gay, lesbian, bisexual and transgender community, according to Dana Levit, a certified financial planner and principal of Paragon Financial Advisors in Newton, Mass.
Title: Re: Estate planning for gays is still tricky
Post by: Sarah Louise on August 27, 2007, 10:01:56 AM
Post by: Sarah Louise on August 27, 2007, 10:01:56 AM
I worked (for a lawyer) on a Revocable Living Trust for a gay couple here in California, the laws are a little better here.
Sarah L.
Sarah L.