Financial Planning Considerations for Same-Sex Couples After Windsor

Overview

In June 2013, the U.S. Supreme Court’s Windsor decision overturned Section 3 of the 1996 Defense of Marriage Act, which had effectively banned federal benefits for same-sex married couples. As a result of the new ruling, employee benefits and financial planning strategies once available only to opposite-sex married couples are now available to same-sex married couples. This paper from Prudential highlights those changes, and details how same-sex couples can incorporate them into their financial planning.

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