Introduction There were two identically situated same-sex couples: they had the same amount of money, invested identically, and spent identically too. There was only one big difference: the first couple did not read Retire Secure! For Same-Sex Couples and plan for their future using our advice, but the second couple did. The first couple’s plan: don’t […]
Whitewood vs. Wolf represents an historic victory for civil rights in Pennsylvania. Now Pennsylvania same-sex couples can get married in Pennsylvania and not only enjoy all the traditional benefits of marriage, but also the financial benefits of marriage. Windsor gave all same-sex married couples the unlimited marital deduction for federal estate tax purposes. Revenue Ruling […]
“Jim Lange provides a comprehensive road map to all the new retirement and estate planning strategies that were not previously available to same-sex couples.” — Ed Slott, America’s IRA Expert Writing about Jim’s new book, Retire Secure! for Same-Sex Couples The defeat of DOMA opens new doors and new avenues for same-sex couples to cut […]
The October 2006 wedding of A.J. and Diane Anderson had all the elements of a typical ceremony — a tuxedo, a gown, a walk down the aisle, family and friends in the audience, an exchange of vows in front of a pastor. When it was over, the couple left the Metropolitan Community Church of Pittsburgh for a honeymoon at a bed and breakfast. Unlike most weddings, though, it wasn’t sealed with a Pennsylvania marriage license. A.J. and Diane, who are lesbians, officially were married in New York in 2012, but their relationship is unrecognized by Pennsylvania. This morning, the two women and four other same-sex couples will celebrate Valentine’s Day by applying for marriage licenses at the City-County Building.
James Lange, President of Lange Financial Group, LLC will be presenting a day of free workshops created specifically to help same-sex couples make the most out of what they've got! The workshops will focus on what PA couples can do to take advantage of the downfall of DOMA and to ensure that they and their […]
Tune in to KQV 1410AM (or streaming at www.kqv.com) on Wednesday December 4th at 7:05pm EST to hear from one of Time magazine’s 100 Most Influential People Alive, Evan Wolfson. A former director of Lambda Legal, and founder of FreedomtoMarry.org, Evan is the formost authority on the marriage equality issue and a native Pittsburgher to […]
Just in time for Thanksgiving tomorrow, the HuffPost’s Gay Voices released this wonderful list of things that LGBT People (and so many others too) can be thankful for.
Historic news this morning as another state recognizes same-sex marriages. Democratic Governor Pat Quinn signed the bill on a desk that President Lincoln used to write his first inaugural address. Congratulations Illinois!
Our LGBT Initiative has been featured in the Pittsburgh Business Times. The release highlights our efforts to bring more and better estate planning, tax planning, and investment information to same-sex couples in Pittsburgh. With the downfall of DOMA, many new opportunities present themselves to couples in Pennsylvania, despite the legal status of same-sex marriage in our […]
Welcome to Out Estate Planning – A retirement and estate planning source for LGBT couples in a shifting legal landscape
