Financial Strategies Many Married Same-Sex Couples Overlook

From Social Security to estate planning and tax breaks, take a look at a roundup of the rich benefits that marriage can afford.

(Image credit: Srdjan Pavlovic (Srdjan Pavlovic (Photographer) - [None])

In my experience, I have found that investors who are in same-sex relationships often manage their money as individuals rather than as a couple. And even for those who are married, many have simply grown accustomed to siloed financial planning. But for couples who have been together for years, or for those who have just gotten married, there are likely many financial benefits of marriage, as well as legal and medical benefits, they may not be aware of.

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Casey Robinson, CFP
Managing Director - Wealth Planning, Waldron Private Wealth

Casey Robinson is the Managing Director of Wealth Planning at Waldron Private Wealth, a boutique wealth management firm located just outside Pittsburgh. He focuses on simplifying the complexities of wealth for a select group of individuals, families and family offices. Robinson has extensive experience assisting multi-generational families with estate planning strategies, integrating trusts, tax planning and risk management.