A post-DOMA planning checklist for same-sex couples

07/29/2013 | ThinkAdvisor

Financial advisers should take a fresh look at clients' financial plans after the U.S. Supreme Court's decision nullifying the Defense of Marriage Act, according to this article. The author has developed a checklist with 10 tips for advisers to help clients who are same-sex couples maximize their benefits post-DOMA. Chief among them: Review clients' financial plans, particularly in light of estate tax savings; update estate plans and beneficiary designations; and revisit tax planning. Listen to an archived webcast from the AICPA PFP Section on financial planning and tax considerations for nontraditional couples post-DOMA.

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