In this video blog, Associate Director of Education, Steve Hartnett, discusses same-sex marriage update and planning opportunities. This blog gives a brief update of the status of same-sex marriage as it expands to more states. It also examines two planning opportunities which still exist for same-sex couples, which would disappear if the Defense of Marriage Act (DOMA) is held to be unconstitutional by the Supreme Court. A decision in Windsor, which examined that issue, is expected in June.
- Estate Planning, Retirement, and Gratitude - June 25, 2024
- Tax Planning for 2024 - December 26, 2023
- Learning, Re-inventing, and Camaraderie in San Diego - October 10, 2023

