The Supreme Court’s ruling in Obergefell vs. Hodges which permits same-sex marriages across the country is not only a landmark ruling in US history, it is a unique opportunity for financial advisers to provide advice and assistance to their same-sex couples.
From tax advice, amending tax returns, re-titling accounts, and modifications of beneficiaries, the decision presents a unique opportunity to reach out to clients.
Financial Adviser magazine has additional information for advisers. See Same-Sex Court Ruling Answers And Creates Questions For Advisors
