Your Life Priorities: LGBT

A new world of financial opportunity.

It's taken decades of civil rights activism, but now that so many financial hurdles have been eliminated, where do you start?

To date, the Supreme Court's landmark ruling granting same-sex couples the constitutional right to marry has provided more than a million Americans with equal rights and protections under the law1 — including a number of heretofore unavailable financial benefits and opportunities such as:

  • Spousal and survivor Social Security benefits
  • Spousal coverage under employer medical plans
  • Pension continuation benefits and 401k survivor benefits
  • Filing joint tax returns

Perhaps the most financially impactful change, however, is the estate planning ease with which same-sex married couples can now transfer assets to each other without incurring taxes. Now is the time to sit down with your SunTrust advisor and adjust your financial and estate plans to ensure that you are taking full advantage of these new and hard-fought financial opportunities.

Just a few of the many ways we can help you catch-up:

Articles and resources that can help you on your journey.

Smart planning is essential for LGBT seniors to enjoy a happy, healthy and financially prepared future for years to come.

 

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DISCLAIMERS

1 Gallup Tracking Data, June 2016

SunTrust Bank and its affiliates and the directors, officers, employees and agents of SunTrust Bank and its affiliates (collectively, "SunTrust") are not permitted to give legal or tax advice. Clients of SunTrust should consult with their legal and tax advisors prior to entering into any financial transaction

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