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LGBTQ Investors: Progress, Potential, and Planning

Investment Management
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In this investment insight, we explore:The financial implications of marriage equalityThe link between wealth and confidenceHow the LGBTQ segment is changing the investment world “The Supreme Court decision means we can now plan for the future like anyone else,” says José, a 47–year–old designer who married his partner, Peter, in 2015, after Obergefell v. Hodges, the landmark Supreme Court of the United States (SCOTUS) decision that made same-sex marriage legal in all 50 states.

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Using a Letter of Intent to Convey Important Information When Your Family Needs it the Most

Andrew J. Horwitz, CFP® |
Emerald GEMs

June 1, 2021—A letter of intent, sometimes called a statement of guidance, is an easy and informal way to share important information about your estate plan. It allows you to convey, in your own words, your hopes and wishes for your beneficiaries, the reasons why you created the plan you have, and how you would like to see the plan administered to accomplish your goals.

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