LGBTQ Financial Planning
Fortunately, marriage equality has greatly reduced the gap between LGBTQ planning and heterosexual financial planning, yet it hasn’t fully eliminated the need for a unique financial approach. Whether you’re single, married or unmarried partners, we relate your needs and are well-versed in the nuances of financial planning for LGBTQ individuals. With Buckingham, you can expect empathy and understanding dialogue around your taxes, investments, estate and life insurance.
What you may be thinking:
- How could marriage impact my finances?
- How should I be filing my taxes to be as tax-efficient as possible?
- How can I ensure my investments reflect my social and political views?
- How can I find other professionals who also specialize and cater to LGBTQ clients?
At Buckingham, we always aim to better understand your current financial situation as well as your future goals and endeavors to help design a financial strategy catered to your wants and needs. For members of the LGBTQ community, that’s no different. What is different are the financial roadblocks and variables that accompany single individuals and married or unmarried partners. Things like how to financially plan for adoption or surrogacy, or finding attorneys experienced with LGBTQ trusts and estates. All to create a holistic financial strategy that puts your needs, values and ambitions first.
How Buckingham Helps
Meet some of our best minds in LGBTQ Financial Planning.
See our latest thoughts and insights on LGBTQ Financial Planning.
May 20, 2022
Pride Month: How to Build Your LGBTQ Financial Plan
It’s almost LGBTQ+ Pride Month, and there’s no better way to celebrate than taking pride in your financial life! Buckingham’s Ryne Vickery shares five steps to help same sex couples create a wealth plan and get on the path towards financial freedom.Read the article
August 23, 2023
3 Estate Planning Tips for Same-Sex Couples
A proper estate plan will help those left navigate the disposition of assets and the probate court system, especially for unmarried couples and some married same-sex couples.Read the article
October 02, 2023
Five Money Conversations You Need to Have with Your Partner
Strong communication is important to ensure each partner is on the same page regarding short- and long-term goals. Adviser Ryne Vickery outlines how to get the conversation started.Read the article