The IRS views married couples as a single economic unit. When
one spouse dies no estate taxes are due. This is called the unlimited
When one partner in a same-sex couple dies, 100% of their joint
assets get counted towards estate tax bills. You need to take
certain critical steps in advance. (This is why your financial
needs are unique.) Your Christopher Street Financial advisor can
help you to avoid these pitfalls.
Some of the most common questions asked are:
- How can I protect my partner and/or my loved ones from hostile relatives?
- How do my partner or I avoid excessive taxes?
- How can I ensure that my assets go where I want them to go?
Even if you do have a legally valid will, some relatives can
still successfully contest same-sex partners inheritances.
Let the legal advisors associated with Christopher Street Financial
show you how to avoid those traps.
NFP Securities, Inc. does not offer tax or legal advice.
Securities offered through Registered Representatives of NFP Securities, Inc., a Broker/Dealer and Member FINRA & SIPC. Investment Advisory Services offered through Investment Advisory Representatives of NFP Securities, Inc., a Federally Registered Investment Advisor. NFP Securities, Inc. is not affiliated with Christopher Street Financial. This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000
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