Estate Planning for LGBTQIA+ Married Couples with Two Married Men Feeding Their Baby.

June 1, 2021

Presented By Tom Kennedy, CFP®: On June 26, 2015, in the Obergefell v. Hodges decision, the U.S. Supreme Court ruled that states must allow same-sex couples to marry and must recognize same-sex marriages from other states. As a result, Read More...
ESG Investing and Women Owned Businesses

September 11, 2018

By Kris Maksimovich, AIF®, CRPC®: As environmental, social and governance (ESG) investing is taking hold around the world, some investors are Read More...