Now that the dust of the whirlwind marriage equality has settled, I want to do a check-in before we head into the end of the year and make sure that everyone has followed through on their “marriage equality” resolutions.
Estate Planning
If you have prepared estate planning documents, the firm you executed them with understood the unique needs of LGBT individuals and likely drafted your documents in light that you were not married. Married couples have always enjoyed impactful and robust privileges and benefits in estate planning and as such, your “pre-marriage equality” estate plan needs an overhaul. If nothing else, I recommend re-executing your estate planning documents so that the definition used in the documents reflects your legal relationship—spouse, husband and husband or wife and wife. And for those with more complicated needs, you should review what new benefits are available to you and take advantage of them.
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