Same Sex Marriage Financial Planning

At DeFreitas & Minsky, LLP, our concern is to provide the most outstanding financial services to all clients. As very much deserved, many states have legalized same sex marriages including New York.

With the changes, same-sex couples are now allowed to gain tax and financial benefits gift splitting and passing along assets to surviving spouses. However, there are a few financial discrepancies that need to be correctly situated. For example, social security and estate planning can be difficult to obtain depending on factors, such as employers, residency, and licensing.

In the last few years, remarkable changes have occurred in state and federal laws to more inclusively recognize non-traditional relationships and family structures. From legalizing same-sex marriage to making it easier to include all your loved ones in estate planning and health insurance plans, the law is beginning to catch up with societal norms. To most, these changes are new and those affected can benefit from expert guidance navigating the confusing laws that now protect and include them…especially those in the tax code.

The CPAs at DeFreitas & Minsky, LLP were among the first accounting firms on Long Island to develop a team dedicated to the needs of the modern family and LGBTQ community. Our staff of tax advisors and financial planners are here to help apply the most tax-efficient financial strategies for you, your family, and your business.

Whether you are married, or choose not to be; whether you have children naturally, via a surrogate, or adopt; whether you know how the tax law benefits you or not; or if you are just more comfortable doing business with an ally and professionals in the community, know that our highly respected tax and financial strategists are here to help, and have years of experience in this specific area. We understand that providing and planning for your family and your business are universal desires, no matter who you are.

Our Same Sex Marriage Financial Planning Services

Due to economic equality issues regarding the LGBTQ community, DeFreitas & Minsky, LLP works hard to provide extensive and well-thought-out same-sex marriage financial planning services including, but not limited to:

  • Tax Planning and Preparation
  • Estate Planning
  • Retirement Services
  • Consulting
  • Trust Services
Having a certified public accountant for same sex marriage financial planning will give families and couples the financial security they need. For more information regarding our services, please contact us at (516) 746-6322 or email us at info@dmaccountingfirm.com.
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Office

30 Jericho Executive Plaza
Suite 500W
Jericho, NY 11753

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Fax

(516) 746-8679

Hours

Mon thru Fri | 9am - 5pm
Sat & Sun | Closed