READ THE IRS RULING ON SAME-SEX MARRIAGE FEDERAL BENEFITS

United States v. Windsor and Revenue Ruling 2013-17

The impact on same-sex relationship recognition and wealth transfer

US v. Windsor
Download the PDF

The top 10 things you need to know about LGBT financial planning

Download the PDF
Download the PDF

History Has Been Made - Potential wealth planning impact of same sex married couples.

Download the PDF

Your Financial Partners

John McGowan
John McGowan National Practice Leader, LGBT & Non-Traditional Family Practice Get in touch! 312-557-1394
Mark Braun
Mark Braun National Liaison, LGBT & Non-Traditional Family Practice Get in touch! 312-444-4592
Mark Braun
Joseph Hernandez National Liaison, LGBT & Non-Traditional Family Practice Get in touch! 214-740-5883

Special Considerations for LGBT and non-traditional family Clients

  • “Perfect 100% Rating on Human Rights Campaign Foundation, Corporate Equality Index”

    —Best Places to Work for LGBT Equality

  • “100 Best Companies for Working Mothers”

    —Working Mother Magazine (18th year)

  • “40 Best Companies for Diversity”

    —Black Enterprise Magazine

  • “Top 50 Companies for Executive Women”

    —National Association of Female Executives

  • “Top 50 Companies for Latinas to Work in the United States”

    —Latina Style Magazine

  • “Best Private Bank in North America”

    —Financial Times Group

  • “Serving over 20% of Forbes 400 Most Affluent Americans”

    —Forbes

  • “Ranked among the Top 10 Wealth Managers”

    —Barron's