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Estate planning for gays is still tricky

Started by LostInTime, August 27, 2007, 09:51:34 AM

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LostInTime

August 27, 2007, 09:51:34 AM
Investment News
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.
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Sarah Louise

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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.
Nameless here for evermore!;  Merely this, and nothing more;
Tis the wind and nothing more!;  Quoth the Raven, "Nevermore!!"
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