Estate Planning for Same-Sex Couples

Same-sex couples have the same tax benefits and protections that are available to heterosexual couples. Same-sex couples who are married or plan to marry should review their estate plan.  Transfers between same-sex couples are free of Federal gift tax, but there are income tax reasons to consider before assets are transferred.

If you have any questions regarding estate planning for same-sex couples, please contact Doris L. Martin, or visit our website.