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LGBTQ+ Wealth Management for Today’s Modern Families
Manage episode 332395001 series 3314916
Контент предоставлен BNY Wealth. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией BNY Wealth или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
In this episode of Your Active Wealth, Lee-ford Tritt, professor of law and director of the center for estate planning at the University of Florida College of Law, discusses some of the key wealth planning issues facing LGBTQ+ couples today. The conversation sheds light on the benefits of different types of trusts, how second-parent adoption and blended families factor into estate planning, why changing pronouns may call for more flexible wills and more. According to Lee-ford, while many LGBTQ+ couples have intricate estate planning tools like GRATs, GRUTS and IDGTs, they tend to overlook essentialities like health care proxies, living wills and durable power of attorney. Lee-ford also shares helpful tips and tools that can make their estate plans more efficient, regardless of marital status.
For additional insights on the subjects that matter most to you, visit bny.com/wealth.
20 эпизодов
Поделиться
Manage episode 332395001 series 3314916
Контент предоставлен BNY Wealth. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией BNY Wealth или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
In this episode of Your Active Wealth, Lee-ford Tritt, professor of law and director of the center for estate planning at the University of Florida College of Law, discusses some of the key wealth planning issues facing LGBTQ+ couples today. The conversation sheds light on the benefits of different types of trusts, how second-parent adoption and blended families factor into estate planning, why changing pronouns may call for more flexible wills and more. According to Lee-ford, while many LGBTQ+ couples have intricate estate planning tools like GRATs, GRUTS and IDGTs, they tend to overlook essentialities like health care proxies, living wills and durable power of attorney. Lee-ford also shares helpful tips and tools that can make their estate plans more efficient, regardless of marital status.
For additional insights on the subjects that matter most to you, visit bny.com/wealth.
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