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:
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.
Smart planning is essential for LGBT seniors to enjoy a happy, healthy and financially prepared future for years to come.
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
Private foundations and the next generation of philanthropy leadership are facing the challenge of geographic dispersion more than ever before. Consider these best practices to address it.
Women today are more educated, engaged and independent than ever before. As a result, fewer and fewer are willing to sit back and accept a passive role in the management of their family’s growing wealth.
Same-sex couples face certain unique financial concerns to be aware of and to actively prepare for. Put a plan in place to help address potential outcomes down the road.
Thoughtful financial planning and clear, thorough documentation of your wishes can be especially important in nontraditional families.
Millennials now make up the largest percentage of active homebuyers. Learn how to effectively partner with this generation to meet their home buying needs.
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