Tax and financial planning for LGBT community.
Power of attorney, advanced health care directive, and other relevant estate planning documents should be carried while vacationing with a partner or spouse in states that are antagonistic to LGBT rights.
- Special rules
- Landscape after DOMA
Planning issue for divorce and blended families
- Budgeting during and after a divorce
- Financial issues during a divorce
- Common law v.s. community properties.
- Spousal and child support.
Multi-generational families
Do you help support an elderly parent, a relative or a child? There are import tax exemptions and credits to consider. How to property set up college funding, retirement plans, pitfalls to avoid and money management tips are all the topics we cover.
Power of attorney, advanced health care directive, and other relevant estate planning documents should be carried while vacationing with a partner or spouse in states that are antagonistic to LGBT rights.
- Special rules
- Landscape after DOMA
Planning issue for divorce and blended families
- Budgeting during and after a divorce
- Financial issues during a divorce
- Common law v.s. community properties.
- Spousal and child support.
Multi-generational families
Do you help support an elderly parent, a relative or a child? There are import tax exemptions and credits to consider. How to property set up college funding, retirement plans, pitfalls to avoid and money management tips are all the topics we cover.
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Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 3585 Maple Street, Suite 140, Ventura, CA 93003, 909-399-1100. PAS, a wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
PETER MU, CFP® ChFC® is affiliated with Pacific Advisors LLC., a financial and estate services firm. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not give tax or legal advice. You should consult your tax or legal advisor regarding your individual situation. CA insurance license 0E19513
References to other organizations such as PawPrints, and Big Brother Big Sisters are provided as a convenience and not meant to be a recommendation.
Important Disclosures 2020-93766 Exp 01/22
PETER MU, CFP® ChFC® is affiliated with Pacific Advisors LLC., a financial and estate services firm. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not give tax or legal advice. You should consult your tax or legal advisor regarding your individual situation. CA insurance license 0E19513
References to other organizations such as PawPrints, and Big Brother Big Sisters are provided as a convenience and not meant to be a recommendation.
Important Disclosures 2020-93766 Exp 01/22
