|Same Sex Couples Resource Center
U.S. Supreme Court has ruled that same-sex couples in the United States have a constitutional right to marry, no matter where they live. This means that same-sex marriage is now legal in all 50 states. This has opened many new equality opportunities for same
ClearLogic Financial and financial planner Jerry Cannizzaro have a long history of experience with same sex couples in helping them plan their financial futures.
The latest changes bring new planning options to many couples that should be addressed immediately. The financial, tax and estate planning benefits from this latest Supreme Court Ruling. We are familiar with these exclusions and are able to assist same sex
couples with their financial planning needs. This web page has been specifically designed to feature many of the most important planning issues that affect same sex couples financial futures.
- Estate Planning for Same-Sex Couples
- Retirement Benefits for Same-Sex Married Couples
- Marriage and Money: Six Tips for Same-Sex Couples
Court Issues Historic Decision on Same-Sex Marriage
(Consumer Alert, June 29, 2015)
- Special Planning Considerations for Unmarried Gay and Lesbian Couples
(March 21, 2014)
- Same-Sex Marriage: An Update (Mar)
(March 2014 Newsletter Article)
- Tax Planning for Same-Sex Couples
Same-sex couples may get breaks—and penalties, too.
(Kiplinger's Personal Finance, December 2013)
- Gay couples weigh financial options that accompany marriage
Jerry Cannizzaro on how federal benefits can impact financial planning (Washington Post, Oct. 18, 2013)
- Gay Marriage Ruling Brings New Planning Choices
(The New York Times, Oct. 15, 2013)
- Sea-Change: Planning for Same-Sex Married Couples and the DOMA Decision
(The Tax Adviser, by Thomas Tillery, Sept. 01, 2013)
- The Kiplinger Tax Letter - Sept. 13, 2013, Vol. 88, No. 19
More on the tax ramifications of same-sex marriages, now that IRS says such marriages will be recognized for federal tax purposes, even if the couple lives in a state that doesn't recognize their marriage. (Also, see the companion document: see
Answers to Frequently Asked Questions for Individuals of the Same Sex Who Are Married Under State Law
- Tax Benefits for Married Same-Sex Couples
The Supreme Court's DOMA decision allows same-sex couples to file joint tax returns and get gift and estate tax relief.
(Kiplinger, June 28, 2013)
- Married Same-Sex Couples Get Equal Access to Benefits
Supreme Court ruling opens door to tax breaks, health coverage and retirement benefits.
(Kiplinger, June 26, 2013)
- New Financial Planning Essentials For Same-Sex Couples
Anyone on the cusp of retirement has a lot to consider, from where to live and what to do with your time to the finances that will carry you through the rest of your life. But same-sex couples have additional financial hurdles that make careful planning an
even greater priority.
(Forbes, Personal Finance, June 26, 2013)