Immediate Planning Opportunities for Same-Sex Clients

Sep 16, 2013 / By Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC
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While the federal government and the IRS recognize same-sex marriages, whether the couple is "married" in the first place depends on the state. With a new IRS ruling, however, all same-sex couples are deemed married as long as their marriage was legal where it occurred, regardless of where they live now. This new decision offers a number of planning opportunities for proactive advisors.

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