Tax, Life and Financial Planning

Find Your State

Know the laws in your state that protect LBGT people and people living with HIV.

Know Your Rights

Please take note:  On June 26, 2013, the U.S. Supreme Court ruled the so-called Defense of Marriage Act (DOMA) unconstitutional.  For information about how this development may potentially affect you, click here.

Benjamin Franklin once said, “In this life nothing is certain but death and taxes.” But for lesbian, gay men, bisexuals, transgender people (LGBT) and people living with HIV, there’s an added concern:

We must take extra measures in life and financial planning to protect ourselves and our loved ones from the potentially devastating effects of an unjust, discriminatory system.

Below are useful materials for download.

AMR: Anita May Rosenstein Foundation.

We are grateful for the support of the Anita May Rosenstein Foundation which has generously underwritten portions of this campaign.

 

IRS Community Property 101

The Internal Revenue Service (IRS) has announced that it will apply community property laws to California, Washington, and Nevada registered domestic partners and California same-sex spouses to reflect "income-splitting"—in the same way that it applies those laws to different-sex married couples who file their federal income tax returns separately.

Download: Community Property FAQ

Listen to the January 24 Community Property Teleconference
Lambda Legal Staff Attorney Peter Renn; Deb Kinney, Esq., DLK Law Group, PC; Karen K. Stogdill, EA, CEBS

 

Before and After "I Do"

Download: New York State Marriage Equality FAQ

Listen to the February 23 DOMA and Marriage Equality Round-Up Teleconference

Staff Attorney Tara Borelli and Marriage Project Director Camilla Taylor

 

Special Care: Planning for Older Adults

Listen to the March 29 Planning for LGBT and HIV+ Older Adults Teleconference
Lambda Legal Staff Attorney Natalie Chin and Thomas Sciacca, Esq.

 

Take the Power 101

Download: Take the Power Toolkit

Listen to the March 8 Life Planning 101 Teleconference
Lambda Legal Director of Life Planning Cynde Horne