WHAT WE DO

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475 Park Avenue South

Suite 2100

New York, NY 10016

T: 800-262-6644

T: 212-242-2800

F: 212-242-2820

ESTATE PLANNING

Here is the story.

 

The IRS views married couples as a single economic unit. When the first spouse dies, no estate taxes are due.  This is called the unlimited marital deduction.  Fortunately, for those same-sex couples who live in a state where marriage is possible, this issue is less critical.

 

But without marriage, when one partner in a same-sex couple dies, 100% of their joint assets titled at JTWROS (Joint Tenants With Rights of Survivorship) get counted towards estate tax bills unless you can prove contribution.  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.

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?

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Even if you do have a legally valid will, some relatives can still successfully contest same-sex partner’s inheritances.  We’ve seen it all.  Let the legal advisors associated with Christopher Street Financial show you how to avoid those traps.

Check the background of this financial professional on FINRA's BrokerCheck.

LGBT, LGBTQ, GLBT, GLBTQ, Lesbian, Financial Planning, Financial Plan, Financial Planner, Gay Financial Advisor, Financial Services, CFP, Investment, Investments, Investment Manager, Investment Advisor, Wealth, Wealth Management, Wealth Manager

Call

T: 800-262-6644

T: 212-242-2800

F: 212-242-2820

LGBT, LGBTQ, GLBT, GLBTQ, Lesbian, Financial Planning, Financial Plan, Financial Planner, Gay Financial Advisor, Financial Services, CFP, Investment, Investments, Investment Manager, Investment Advisor, Wealth, Wealth Management, Wealth Manager
LGBT, LGBTQ, GLBT, GLBTQ, Lesbian, Financial Planning, Financial Plan, Financial Planner, Gay Financial Advisor, Financial Services, CFP, Investment, Investments, Investment Manager, Investment Advisor, Wealth, Wealth Management, Wealth Manager
LGBT, LGBTQ, GLBT, GLBTQ, Lesbian, Financial Planning, Financial Plan, Financial Planner, Gay Financial Advisor, Financial Services, CFP, Investment, Investments, Investment Manager, Investment Advisor, Wealth, Wealth Management, Wealth Manager

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Christopher Street Financial.

All rights reserved

Securities offered through Kestra Investment Services, LLC (Kestra IS), member  FINRA / SIPCInvestment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Christopher Street Financial is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor Kestra AS provide legal or tax advice and are not Certified Public Accounting firms.

 

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, 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. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).

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