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Unique Challenges in Retirement and Estate Planning Facing LGBTQ+ Persons

Unique Challenges in Retirement and Estate Planning Facing LGBTQ+ Persons

January 15, 2024

At Planning for Good, one of our roles is to consider any unique challenges that our client base might face over a lifetime and to stay up to date on those important topics. We keep our eyes open for informative resources and we pay special attention to who out there in the industry is watching our back in return. 

I recently came across a well-written summary of challenges that the LGBTQ+ community faces with regard to financial and estate planning, especially as they age. It's written but the JP Morgan Wealth Management team. Link below. 

Being provided with resources and research like this is one reason we choose JP Morgan as one of our curated investment portfolio providers! Not only is it a well-known, reputable, and large financial institution, but it's also proactive in planning for some otherwise underserved communities. 

Access the document here!