Estate Planning for LGBTQ+ Individuals

LGBTQ+ adults face unique estate planning concerns. Learn the key documents and strategies to protect your rights and loved ones.

Estate planning is important for every adult, but members of the LGBTQ+ community often face unique legal and practical concerns when it comes to protecting themselves and the people they love.

Even with the progress made in marriage equality and legal recognition of relationships, families can still encounter challenges involving healthcare decisions, financial authority, inheritance rights, and recognition of chosen family. A thoughtful estate plan helps ensure your wishes are honored—no matter what legal or political changes may occur in the future.

In this educational session, we’ll discuss the key planning tools that help LGBTQ+ individuals and couples maintain control, dignity, and security.

Topics will include:
• Why estate planning is especially important for LGBTQ+ individuals and couples
• The importance of choosing trusted agents for financial and healthcare decisions
• Healthcare powers of attorney, living wills, and HIPAA authorizations
• Durable powers of attorney for financial matters
• How wills and trusts protect partners, spouses, and chosen family
• Using trusts as a safeguard, even if laws affecting same-sex marriage change
• Practical steps to create or update your plan

This session is designed to provide clear, practical information in a welcoming and supportive environment. Whether you are single, partnered, married, or part of a chosen family, you’ll leave with a better understanding of how to protect yourself and the people who matter most.