Estates and Trust Planning

LGBT Estates and Trust Planning

LGBT couples have a unique set of concerns when it comes to creating an estate plan. Even with the 2015 Supreme Court ruling legalizing same-sex marriages, estate and trust planning for LGBT couples can still be very complicated. The landmark case made it possible to better protect LGBT interests in the event of an accident or illness, but a good estate plan can control what happens to you after you are gone. Even if you are legally married, planning a proper estate plan is necessary to protect against any possible discrimination against your marriage.

At Sancus Tax and Accounting we develop estate plans for the LGBT community by ensuring married couples receive all state and federal benefits of marriage while at the same time avoiding probate and maintaining your privacy. We also understand the needs of unmarried same-sex couples by developing proper estate plans surrounding legal rights to make health care decisions, protect assets, avoid probate, and utilize planning strategies to avoid extra taxation when possible.

Estate Planning can be daunting for LGBT individuals and couples in CA, but you don't need to do it alone. Our team is waiting to help you through every step of the process. Contact Sancus Tax and Accounting today and request a free consultation or call 323-498-1040 or 562-485-9030 to talk to us about our estate planning services.

Estate Planning Services for LGBT Community:

  • Estate plan to ensure your partner is the natural heir
  • Trust administration
  • Creation of a will
  • Living trusts
  • Transfer-on-death accounts, registrations, deeds
  • Health care power of attorney
  • Estate tax reduction
  • Probate avoidance