Wells Fargo Advisors LGBT Insight: Domestic Partnership Financial Checklist

Jason McDonald, Accredited Domestic Partnership Advisor and Vice President Investment Officer, Wells Fargo Advisors, addresses the unique financial challenges faced by same-gender partners. This is the second article in a continuing series.

In last month’s column, we explained why investment planning for same-sex couples is often more complicated than it is for heterosexual couples. The complexities and unique circumstances may seem daunting, but they don’t have to be insurmountable. This checklist is a great way to get started.

Select Advisers Familiar With the Issues

Continue reading this and all our content with a Fair360 subscription.

Gain company-wide access to our premium content including our monthly webinars, Meeting in a Box, career advice, best practices, and video interviews with top executives.MembershipsAlready a member? Sign in.


Trending Now

Follow us

Most Popular