Creating your financial legacy

November 05, 2025

Your financial journey is yours to define. For married LGBTQ+ couples, legal changes may have created new opportunities to build a life you can feel excited about.

Keep in mind that this email is for informational purposes only and is not a replacement for real-life advice. Consult your tax, legal, and accounting professionals before modifying your tax or estate strategy.

The 2015 Supreme Court decision in Obergefell v. Hodges simplified many aspects of your financial story, including:

Joint Tax Filing: Filing jointly can make you eligible for tax credits that could mean more money back in your pocket for school or just living your best life.¹
Estate & Gifting: Now, you can team up to give larger gifts to the people you care about, whether that's your chosen family or a friend in need.²
Portability & Marital Deduction: These are powerful tools that simplify asset transfers and help you protect your legacy.^3,4

These changes have paved the way for a more streamlined financial approach. Ready to chat about building your future? Let's connect to discuss your unique financial goals and make sure your roadmap reflects your vision for what's to come.

^{1. IRS.gov, 2025.}
^{2. IRS.gov, 2025.}
^{3. IRS.gov, 2025.}
^{4. IRS.gov, 2025.}

This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named broker-dealer, state- or SEC-registered investment advisory firm.